About Me

Megan joined Viewon Financial Advisory in January 2015 after deciding on a change in career path. With a desire to help people, her extensive customer service background and strong ethics showing through she has been a great addition to our team. With a young family herself Megan understands the benefits of a well thought out financial strategy and strives to develop strategies that are simple and easy to understand but importantly strategies that help improve financial security over time.

She is motivated in helping clients achieve the goals that are important to them and accordingly looks to develop a personalised strategy for each individual client.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Matrix Planning Solutions Limited
CERTIFIED FINANCIAL PLANNER®