Megan Rich

Megan grew up in country North West NSW and moved to Newcastle to further her studies in 1994. In 2001 she joined ipac and has worked in the financial services industry in Newcastle for over 13 years. She:

• holds a Diploma in Financial Planning and is a Certified Financial Planner®
• holds a Diploma in Financial Markets
• is a member of the Securities Institute of Australia and the Financial Planning Association of Australia

Megan enjoys being a financial guide to her clients by:

• helping them to plan successfully for retirement
• establishing long-term wealth creation strategies
• explaining investment concepts giving clients the confidence to  
• make difficult investment decisions.

Megan finds the most satisfying part of her job is helping clients to set priorities. Megan believes the biggest compliment a client can give is to refer a friend or family member to her.

what Megan’s clients say
‘She is very courteous and caring and always obliges us with our questions. If we ring with a problem she is always there to help us. We feel ipac is a great company and Mrs Megan Rich is a great financial adviser for our needs.’ – TS & JS