Margaret Jane Pritchard
Financial Adviser in Hamilton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005754
- Location
- Hamilton NSW 2303
- Licensee
- Pritchard & Partners Pty Limited (AFSL 246712)
- Authorised since
- 10 March 2004
- First provided advice
- 1995
- Qualifications
- Bachelor of Financial Administration, University of New England (1981); Registered Tax Agent, Tax Practioners Board (1989); Certificate of Public Practice, Institute of Chartered Accountants of Australia (2000); Certificate IV in Finance & Mortgage Broking, Kaplan Education (2014); SMSF Auditor, ASIC (2014)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); FINSIA (FFIN); SMSF Association; Taxation Institute of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Margaret Jane Pritchard
Margaret Jane Pritchard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hamilton, New South Wales (adviser number 001005754).
Advice is given under the Australian financial services licence of Pritchard & Partners Pty Limited, licence number 246712. The current authorisation started on 10 March 2004.
According to the register, Margaret first provided financial advice in 1995. Qualifications and training on file include Bachelor of Financial Administration (University of New England, 1981), Registered Tax Agent (Tax Practioners Board, 1989) and Certificate of Public Practice (Institute of Chartered Accountants of Australia, 2000). Professional memberships recorded: CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and FINSIA (FFIN).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Margaret Jane Pritchard a registered financial adviser?
Yes. Margaret Jane Pritchard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005754.
Which licensee does Margaret Jane Pritchard work under?
Pritchard & Partners Pty Limited, Australian financial services licence 246712.
What can Margaret Jane Pritchard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.