Megan Rebecca Kelly
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001240833
- Location
- Fortitude Valley QLD 4006
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 8 December 2020
- First provided advice
- 2016
- Qualifications
- Bachelor of Business, Queensland University of Technology (2004); SMSF Specialist Advisor, SMSF Association (2011); Diploma of Financial Planning, Kaplan (2015); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Tier 1 Margin Lending, Kaplan (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- superannuation, 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 Rebecca Kelly
On the Financial Advisers Register kept by ASIC, Megan Rebecca Kelly appears as a current financial adviser in Fortitude Valley, Queensland, adviser number 001240833.
The licensee Megan advises under is Fortnum Private Wealth Ltd (AFS licence 357306). The current authorisation started on 8 December 2020.
According to the register, Megan first provided financial advice in 2016. The qualifications listed for Megan include Bachelor of Business (Queensland University of Technology, 2004), SMSF Specialist Advisor (SMSF Association, 2011) and Diploma of Financial Planning (Kaplan, 2015). Megan is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Rebecca Kelly a registered financial adviser?
Yes. Megan Rebecca Kelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240833.
Which licensee does Megan Rebecca Kelly work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Megan Rebecca Kelly give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.