Megan Jane Rich
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006310
- Location
- Warners Bay NSW 2282
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 12 November 2021
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Markets, Securities Institute (2000); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2008); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Accredited Aged Care Professional, Aged Care Steps (2023); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Memberships
- Financial Advice Association of Australia (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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Megan Jane Rich
Megan Jane Rich is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warners Bay, New South Wales (adviser number 001006310).
The licensee Megan advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 12 November 2021.
According to the register, Megan first provided financial advice in 2005. The qualifications listed for Megan include Diploma of Financial Markets (Securities Institute, 2000), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2008). Megan is recorded as a member of Financial Advice Association of Australia (FAAA).
Megan is authorised to advise 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Megan Jane Rich a registered financial adviser?
Yes. Megan Jane Rich is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006310.
Which licensee does Megan Jane Rich work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Megan Jane Rich 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."