Financial Adviser · MANLY, NSW

Megan Bartlett

MANLY, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002988

Currently at

Futuro Financial Services

Perth, WA (firm address)

View firm profile

Megan Bartlett is a financial adviser based in Manly, New South Wales, with 25 years of experience in the financial services industry since 2001. Megan is currently authorised under Futuro Financial Services. Megan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Megan's qualifications include a Certified Financial Planner from The Financial Planning Association of Australia. Megan is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board (TPB).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1989

Bachelor of Commerce

Australian National University

2003

Diploma of Financial Planning

Deakin University

2011

Certified Financial Planner

The Financial Planning Association of Australia

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2021

Introduction to Self Managed Superannuation Funds

Kaplan Professional

2022

Margin Lending Specialist

Kaplan Professional

Registration History

Futuro Financial Services Pty Ltd

Sep 2018 - Present Current

National Australia Bank Limited

Dec 2003 - Jun 2018 Ceased

Source: ASIC Financial Advisers Register