Megan Rich

Financial Adviser

ASIC adviser number:

001006310

Qualifications and training:

2000, Diploma of Financial Markets, Diploma (AQF 5), Securities Institute
2003, Diploma of Financial Planning, Diploma (AQF 5), Financial Planning Association of Australia (FPA)
2008, Certified Financial Planner, Professional Designations, Financial Planning Association of Australia (FPA)
2011, Margin Lending and Geared Investments, Other, Kaplan Higher Education Pty Limited
2023, Accredited Aged Care Professional, Other, Aged Care Steps
2023, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited

When adviser first provided advice:

2005

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

45 King St
Warners Bay NSW 2282

AFS licence holder name:

Akumin Financial Planning Pty Limited

AFS licence number:

000232706

Licence controlled by:

Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».