Megan Rich
I have over 29 years’ experience in the Financial Planning industry including the last 18 years as a Financial Planner. I love helping my clients prioritise and achieve their goals and help them understand the complex
legislation that surround this industry.
I aim to guide my clients and help them make informed decisions and give them comfort that they can live the lives they want. I grew up in country North West NSW and moved to Newcastle in 1994 to further my studies. I love to travel with my husband to experience new places and together we are slowly ticking off all the places on our
bucket list.
Qualifications:
Accredited Aged Care Professional
Certified Financial Planner (CFP)
Diploma of Financial Planning (Dip FP)
Diploma of Financial Markets (Dip FM)
Graduate Diploma of Financial Planning (Grad Dip FP)
Justice of the Peace (JP)
Memberships:
Financial Planning Association of Australia
Outside the office, you will find me:
When I am not at work I enjoy dabbling in photography, the company of family & friends, going on walks with my husband or attending a yoga class!
My dreams are:
To continue to travel the world with my husband until all the places on our bucket list are ticked off and combine this with my growing interest in photography! I also wish to keep both the body & mind healthy & active!
