MEGAN LOUISE PALTOGLOU
Financial Adviser · South Yarra, VIC
📚 Qualifications & Training
1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
1998 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2006 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
2015 - Self Managed Superannution Fund Adviser (Personal Advice) - Other - Mentor Education
2017 - Accredited Aged Care Professional - Other - Aged Care Steps
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.