Megan joined SWA Financial Planning in February 2011 as an office junior in the client services team.

 

Over the years Megan gradually took on additional responsibilities as her customer experience grew and in December 2018 transitioned into the role of Practice Manager.

 

In this position, as well as managing the front office Megan liaises closely with clients and their advisers to make sure SWA consistently provides a responsive service as well as deliver a great customer experience for our clients.