Megan Maree McGrath
Financial Adviser in Wodonga, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232672
- Location
- Wodonga VIC 3690
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 29 April 2021
- First provided advice
- 2000
- Qualifications
- Certified Financial Planner, FPA (2003); Diploma of Financial Planning ( DFP 1-8), FPA (2003); Self Managed Superannuation Funds, Kaplan Professional (2007); Margin Lending and Geared Investments, Kaplan Professional (2011); SMSF Specialist Adviser, SMSFA (2011)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Maree McGrath
Megan Maree McGrath is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wodonga, Victoria (adviser number 000232672).
Advice is given under the Australian financial services licence of Ri Advice Group Pty Ltd, licence number 238429. The current authorisation started on 29 April 2021.
According to the register, Megan first provided financial advice in 2000. Qualifications and training on file include Certified Financial Planner (FPA, 2003), Diploma of Financial Planning ( DFP 1-8) (FPA, 2003) and Self Managed Superannuation Funds (Kaplan Professional, 2007). Megan is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Maree McGrath a registered financial adviser?
Yes. Megan Maree McGrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232672.
Which licensee does Megan Maree McGrath work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Megan Maree McGrath 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.