- Bachelor of Science (Hons)
- Graduate Diploma of Financial Planning
- Financial Planner Member of the FPA
- FINSIA Fellow
Having worked in the financial planning industry since 2000, my knowledge of the industry was acquired working in various areas including accounting, banking and consulting which provided me with the opportunity to develop a broad technical knowledge.
Financial planning to me is about helping people understand and take control of their personal situation and assisting people to achieve real change in their lives. I feel strongly about the importance of being financially independent and the choices this provides and find it very rewarding to be able to empower clients to achieve financial security and meet their goals.
I am a CFP® Professional with the FPA, a Fellow of FINSIA and serve on their Financial Advice and Distribution Council in addition to mentoring within the FINSIA program.
Megan's ideas of Financial Freedom
The freedom to do the things I enjoy without worrying whether I can afford to do them.