Megan Mcgrath Financial Planner Report

Name:
Megan Maree Mcgrath

Rep Number:
000232672

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2006-12-01 onwards

Location:
Wodonga, , VIC, 0

Licensee
Name:

Number:
000237590

ABN:
15 089 512 587

Controlled By:

Appointed By
Name:
Financial Services Partners Pty Limited

Licence Number:
000237590

ABN:
15 089 512 587

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning ( DFP 1-8)
SMSFA
SMSF Specialist Adviser
KAPLAN
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association