MenuMegan Bartlett CFP®
About Me
Hi, I'm Megan and I am passionate about helping people take control of their money and become financially free. Over my 23 years as a financial adviser, I have helped my clients to retire earlier than expected, navigate through life changing moments, and save time and money in simplifying their personal finances. Every financial situation is different, and I love the challenge of working out solutions that suits each individual.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 23 Years -
Licensed By Futuro Financial Services Pty Ltd
