MEGAN MAREE MCGRATH
Financial Adviser · Wodonga, VIC
📚 Qualifications & Training
2003 - Certified Financial Planner - - FPA
2003 - Diploma of Financial Planning ( DFP 1-8) - Diploma (AQF 5) - FPA
2007 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2011 - SMSF Specialist Adviser - Diploma (AQF 5) - SMSFA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.