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