Promptness at attending to my requests
Megan has a lovely personality and is very knowledgeable and imparts all the information in an easy understandable manner
Megan is very good at communicating and explaining the situation in a friendly way that easy for us to understand.
Warm, engaging, professional and very knowledgeable. Patient while I made important decisions regarding changes to life insurances linked to superannuation and commenced transition to retirement changes. Supportive, encouraging and reassuring which made me feel confident I was making the right decisions.
She seems very competent and devoted to her position. Very good communication skills.
Planwell Financial GroupLevel 5, 65 Brougham Street
Geelong, VIC 3220
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2017
- Years of experience 6
- Bachelor of Commerce (Accounting and Financial Planning)
Charter Financial Planning