Known for her approachable nature and genuine care, Megan takes the time to understand her clients' unique needs and goals, crafting tailored advice to suit every stage of life.
Megan's experience of more than a decade spans many aspects of financial advice, including wealth creation, superannuation, debt reduction, cashflow management, , and aged care planning, to name a few. This varied expertise allows Megan to provide holistic and practical solutions for a wide range of client situations. Megan's focus on ethics and always putting her clients' interests first helps ensure they feel confident and supported in the advice they receive.
Outside of work, Megan values balance and strives to live by the principles she shares with her clients - using financial planning as a tool to create a fulfilling life.
Expertise
My fees
At a glance
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Adviser status
Gold
- First year providing advice 2015
- Years of experience 10
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Highest qualification
- Bachelor of Business (Human Resource Management)
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Language spoken
- English
Tayme Financial Group
9 Maroochy CctYandina, QLD 4561
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Licensed by
Matrix Planning Solutions Ltd
AFSL 238256
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