Megan Maree Mcgrath – Financial Adviser
Adviser identifying number: 232672
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 01/12/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SERVICES PARTNERS PTY LIMITED
Authorised Representative identifying number: 237590
Authorised Representative’s ABN: 15089512587
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Certified Financial Planner – FPA
- Diploma of Financial Planning ( DFP 1-8) – FPA
- SMSF Specialist Adviser – SMSFA
- Self Managed Superannuation Funds – KAPLAN
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Megan Maree Mcgrath is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility