Megan Bartlett
Financial Adviser in Manly, New South Wales, Australia
Review Megan Bartlett
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001002988
- Location
- Manly NSW 2095
- Licensee
- Futuro Financial Services Pty Ltd (AFSL 238478)
- Authorised since
- 20 September 2018
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, Australian National University (1989); Diploma of Financial Planning, Deakin University (2003); Certified Financial Planner, The Financial Planning Association of Australia (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); Introduction to Self Managed Superannuation Funds, Kaplan Professional (2021); Margin Lending Specialist, Kaplan Professional (2022)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Tax Practitioners Board (TPB)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Megan Bartlett
Megan Bartlett is a financial adviser in Manly, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001002988.
Megan provides advice as an authorised representative of Futuro Financial Services Pty Ltd, which holds Australian financial services licence 238478. That authorisation dates from 20 September 2018.
According to the register, Megan first provided financial advice in 2001. Qualifications and training on file include Bachelor of Commerce (Australian National University, 1989), Diploma of Financial Planning (Deakin University, 2003) and Certified Financial Planner (The Financial Planning Association of Australia, 2011). Megan is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board (TPB).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Megan Bartlett here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Megan Bartlett a registered financial adviser?
Yes. Megan Bartlett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002988.
Which licensee does Megan Bartlett work under?
Futuro Financial Services Pty Ltd, Australian financial services licence 238478.
What can Megan Bartlett give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.