The Financial Planning Association of Australia The Financial Planning Association of Australia

Megan McGrath, CFP® ACS

Name Megan McGrath CFP® ACS
Company Generation Personal Professional Advice
Address 122 Hume Street
Wodonga, VIC 3690
Phone 02 6056 8777

Megan has been working in Financial Services since the early 1990's and in conjunction with Graham Jenkin, launched Generations Personal & Professional Advice in 2007.

Megan provides a truly comprehensive retirement solution which helps her clients to retire with peace of mind. Aspects such as longevity, determining the right type of Income Stream, potential Centrelink entitlements , the need to create non-superannuation reserves, Estate Planning Issues and Aged care funding are vital elements to any sound retirement plan.

Rather than working solo, Megan prefers to take a holistic approach to her advice and regularly involves the other important advisers that a client may have in determining the final strategy.

Megan is an accredited SMSF Specialist and has developed an affinity with providing Aged Care advice.

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