Megan Rebecca Kelly
FORTNUM PRIVATE WEALTH LTD · Fortitude Valley QLD 4006 · Advising since 2016
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001240833
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- FORTNUM PRIVATE WEALTH LTD · AFSL 357306Since 8 December 2020
- Principal business address
- Fortitude Valley QLD 4006
- First year providing advice
- 2016
- Can provide tax (financial) advice
- Yes
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2020 – presentFORTNUM PRIVATE WEALTH LTD · AFSL 357306
- CEASEDApr 2016 – Dec 2020HUNTER GREEN PTY LTD · AFSL 225962
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Tier 1 Margin Lending
Kaplan · 2021 · Other
FPC002B-Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2020 · Bridging Course - Ethics
Diploma of Financial Planning
Kaplan · 2015 · Diploma (AQF 5)
SMSF Specialist Advisor
SMSF Association · 2011 · Professional Designations
Bachelor of Business
Queensland University of Technology · 2004 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Megan Rebecca Kelly claims the profile.
Reviews
Not yet reviewed
No client has reviewed Megan Rebecca Kelly on Souffle yet.
Contacting Megan Rebecca Kelly
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FORTNUM PRIVATE WEALTH LTD · AFSL 357306
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Megan Rebecca Kelly claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.