Megan Eichhorn

Financial Adviser

ASIC adviser number:
001235451
Qualifications and training:

2015, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Kaplan Professional
2015, Bachelor of Business (Management & Human Resource Management), Bachelor Degree (AQF 7), Griffith University
2015, Diploma of Financial Planning, Diploma (AQF 5), Kaplan Professional
2015, Securities and Managed Investments Course (DFP4), Other, Kaplan Professional
2018, Certified Financial Planner (CFP) Education Program, Professional Designations, FPA Australia
2020, Self Managed Superannuation Funds Course, Other, Kaplan Professional
2021, Accredited Aged Care Professional Program, Other, Aged Care Steps
2024, Ethics and Professionalism in Financial Advice Course (FPC002B), Bridging Course, Ethics, Kaplan Higher Education
2025, Client Engagement Skills Course (FPC007B), Bridging Course, Behavioural Finance, Kaplan Higher Education
2025, Economic and Legal Context for Financial Planning Course (FPC001B), Bridging Course, Regulation & Legal Obligations, Kaplan Higher Education

When adviser first provided advice:
2015
Membership of professional associations:

Certified Financial Planner (CFP) of FAAA

Disciplinary action by ASIC:
None
Location:
9 Maroochy Cir
Mooloolaba  QLD  4557
AFS licence holder name:
Matrix Planning Solutions Limited
AFS licence number:
000238256
Licence controlled by:
Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».