Qwrk.
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.
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Qwrk.
Qwrk is an outsourced paraplanning and financial planning administration company, offering a full suite of back office solutions targeted to making Financial Adviser's lives easier. Our services include Client Services Officers (Administration for your practice), Paraplanning and Compliance Support. We have offices in the Sunshine Coast, Queensland Australia and Cebu Business Park, Cebu City, Philippines