Financial Adviser
· MOOLOOLABA, QLD
Megan Eichhorn
No disciplinary history on record with ASIC
MOOLOOLABA,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235451
Practice
Mooloolaba, QLD (practice address on ASIC register)
Licensed through Matrix Planning Solutions
About Megan Eichhorn
Megan Eichhorn is a financial adviser based in Mooloolaba, Queensland, with 11 years of experience in the financial services industry since 2015. Megan works at Tayme Financial Group, which is licensed through Matrix Planning Solutions Limited. 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 (CFP) Education Program from FPA Australia. Megan is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Bachelor of Business (Management & Human Resource Management)
Griffith University
2015
Diploma of Financial Planning
Kaplan Professional
2015
Securities and Managed Investments Course (DFP4)
Kaplan Professional
2018
Certified Financial Planner (CFP) Education Program
FPA Australia
2020
Self Managed Superannuation Funds Course
Kaplan Professional
2021
Accredited Aged Care Professional Program
Aged Care Steps
2024
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2025
Client Engagement Skills Course (FPC007B)
Behavioural Finance - Kaplan Higher Education
2025
Economic and Legal Context for Financial Planning Course (FPC001B)
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register