Meg Littlewood

Megan is a partner at Gordon and Gray Personal Wealth Advisers. She has been working in the financial planning industry since 2012 where she started out in a paraplanning role. This has allowed her to build up the in-depth knowledge and technical expertise required to help her clients achieve their goals, in superannuation, retirement, investment, with Centrelink and through aged care advice.

Megan enjoys creating practical and straightforward strategies for clients to achieve their retirement goals. The fact that she can make a positive difference in a client’s life is what really drives her. The end goal for Megan is to see clients enjoy a worry-free life.

Megan has a particular interest in helping elderly people and their family’s transition from independent living to dependent living with home care and residential aged care.

In her spare time Megan enjoys spending time with her family, Pilates, camping and generally spending time outdoors.

Academic Qualifications:

Masters of Financial Planning (M.Fin Pl) – Kaplan Education

Bachelor of Commerce (Financial Planning and Accounting) (B.Com FP & Accy) – University of Wollongong, Australia

Professional Memberships:

Member of the Financial Planning Association (FPA)