Megan Kate Neale
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003466
- Location
- Brisbane QLD 4000
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190); Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 4 August 2025
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning) FNS50804, Kaplan (2009); Advanced Diploma of Financial Planning FNS60410, Kaplan (2015); Self Managed Superannuation Funds, Kaplan (2017); FPC008, Kaplan (2022); Graduate Diploma of Financial Planning, Kaplan Professional (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Megan Kate Neale
Megan Kate Neale is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane, Queensland (adviser number 001003466).
The licensee Megan advises under is Fortnum Advice Pty Ltd (AFS licence 519190). The register also lists Fortnum Private Wealth Ltd (licence 357306). That authorisation dates from 4 August 2025.
The register records 2012 as the year Megan first provided financial advice. The qualifications listed for Megan include Diploma of Financial Services (Financial Planning) FNS50804 (Kaplan, 2009), Advanced Diploma of Financial Planning FNS60410 (Kaplan, 2015) and Self Managed Superannuation Funds (Kaplan, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Megan Kate Neale a registered financial adviser?
Yes. Megan Kate Neale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003466.
Which licensee does Megan Kate Neale work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190 and Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Megan Kate Neale 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.