Megan Eichhorn
Financial Adviser in Mooloolaba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235451
- Location
- Mooloolaba QLD 4557
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 3 February 2025
- First provided advice
- 2015
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2015); Bachelor of Business (Management & Human Resource Management), Griffith University (2015); Diploma of Financial Planning, Kaplan Professional (2015); Securities and Managed Investments Course (DFP4), Kaplan Professional (2015); Certified Financial Planner (CFP) Education Program, FPA Australia (2018); Self Managed Superannuation Funds Course, Kaplan Professional (2020); Accredited Aged Care Professional Program, Aged Care Steps (2021); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2024); Client Engagement Skills Course (FPC007B), Kaplan Higher Education (2025); Economic and Legal Context for Financial Planning Course (FPC001B), Kaplan Higher Education (2025)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Megan Eichhorn
Megan Eichhorn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mooloolaba, Queensland (adviser number 001235451).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 3 February 2025.
According to the register, Megan first provided financial advice in 2015. Qualifications and training on file include Advanced Diploma of Financial Planning (Kaplan Professional, 2015), Bachelor of Business (Management & Human Resource Management) (Griffith University, 2015) and Diploma of Financial Planning (Kaplan Professional, 2015). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Megan Eichhorn a registered financial adviser?
Yes. Megan Eichhorn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235451.
Which licensee does Megan Eichhorn work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Megan Eichhorn 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.