Megan Smith is an experienced Strategic Paraplanner with a background in graphic design. Megan has worked in various financial planning companies, handling tasks such as preparing financial plans, conducting research, and managing administrative duties. Megan has also owned their own graphic design business, specializing in creating logos and brands. Megan is known for their attention to detail and dedication to meeting strict guidelines and deadlines in their work. Megan holds a Diploma of Financial Planning from Monarch Institute.
October, 2016 - present