MEGAN REBECCA KELLY
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2004 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology
2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2020 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Tier 1 Margin Lending - Other - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.