Strategic Paraplanner
Current
Feb 2018 - Present
AeroLeads people directory · profile
Megan Smith Email & Phone Number
Experienced Paraplanner
at
McRae Private Wealth
1 work email found
@mcrae.net.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Experienced Paraplanner
Location
Allora, Queensland, Australia
Company size
Who is Megan Smith? Overview
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Quick answer
Megan Smith is listed as Experienced Paraplanner at McRae Private Wealth, a company with 2 employees, based in Allora, Queensland, Australia. AeroLeads shows a work email signal at mcrae.net.au and a matched LinkedIn profile for Megan Smith.
Megan Smith previously worked as Strategic Paraplanner at Mcrae Private Wealth and Contract Paraplanner at Smsf Paraplanners. Megan Smith holds Diploma Of Financial Planning from Monarch Institute.
Company email context
Email format at McRae Private Wealth
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{first}@mcrae.net.au
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AeroLeads found 1 current-domain work email signal for Megan Smith. Compare company email patterns before reaching out.
Profile bio
About Megan Smith
I've been employed in the financial planning industry, working as a paraplanner for over 18 years.I'm an analytical and logical person who thrives in finding order in chaos and developing systems to make things run smoothly. I'm not the kind of person to 'just do the job'. I love to see the businesses I work for become stronger and better and will work hard to help with the success of all involved. I love to learn new things and expand my skills. I also have a creative side and enjoy graphic design and marketing projects when I get the chance.
Listed skills include Strategic Financial Planning, Financial Planners, Financial Advisory, Pensions, and 29 others.
Current workplace
Megan Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Mcrae Private Wealth
9 roles
Megan Smith work experience
A career timeline built from the work history available for this profile.
Contract Paraplanner
Current
Oct 2016 - Present
Graphic Designer / Owner
CurrentI create logos and brands for creative entrepreneurs, with a feminine flair. I work closely with you to understand and develop your brand through brand questionnaires and a collaborative Pinterest board. There are no shortcuts, and you will love your new brand because it will be so YOU!
Apr 2014 - Present
Paraplanner
I work alongside financial advisers to prepare advice recommendations to clients. The role entails:- Formulation of quality, compliant advice documentation- High level advisory support- Product research and consultation on strategy- Process reporting and improvement- SMSF, Superannuation & Retirement, Gearing and Margin Lending, Personal & Business Risk.
Jul 2014 - Nov 2015
Paraplanner
Paraplanner, customer service, marketing, social media, compliance, administration, database designAs a paraplanner I research and analyse information and prepare written financial plans. I work to deadlines and within very strict guidelines that require excellent attention to detail. I assist the financial planner and coordinate his schedule and workload..
Jul 2011 - Jun 2014
Practice Manager
Mcrae Financial Planners
Paraplanner, practice manager, compliance manager, supervision, workflow management, marketing, training, database designI worked in a variety of roles within this practice, taking on increasing responsibility as the fledgling business grew. Although my main role was as a paraplanner, I also had the responsibilities of Compliance Manager and Practice.
Jan 2012 - Jan 2013
Paraplanner
Mcrae Financial Planners
Preparing SOAs inluding strategy modellingPreparing Reverse Fact FindersPreparing BID working papersProduct research and comparisonsDevelopment of client recommendationsSupervision of administration staffInternal staff training
Feb 2003 - Dec 2011
Owner & Paraplanner
Plansmith
I dabbled in some outsourced paraplanning work.
Jun 2008 - Oct 2010
Paraplanner
Max Bourne Financial Planning Services
Paraplanner, customer service, office administrationI worked as a paraplanner and general office administration.
Feb 1999 - Jan 2003
2 education records
Megan Smith education
Diploma Of Financial Planning
Education record
Toowoomba Christian College
FAQ
Frequently asked questions about Megan Smith
Quick answers generated from the profile data available on this page.
What company does Megan Smith work for?
Megan Smith works for McRae Private Wealth.
What is Megan Smith's role at McRae Private Wealth?
Megan Smith is listed as Experienced Paraplanner at McRae Private Wealth.
What is Megan Smith's email address?
AeroLeads has found 1 work email signal at @mcrae.net.au for Megan Smith at McRae Private Wealth.
Where is Megan Smith based?
Megan Smith is based in Allora, Queensland, Australia while working with McRae Private Wealth.
What companies has Megan Smith worked for?
Megan Smith has worked for Mcrae Private Wealth, Smsf Paraplanners, Garlic Friday Design, Greg Lanyon Financial Services, and Hammock Financial Group Pty Ltd.
How can I contact Megan Smith?
You can use AeroLeads to view verified contact signals for Megan Smith at McRae Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Megan Smith attend?
Megan Smith holds Diploma Of Financial Planning from Monarch Institute.
What skills is Megan Smith known for?
Megan Smith is listed with skills including Strategic Financial Planning, Financial Planners, Financial Advisory, Pensions, Wealth, Retirement Planning, Income Protection, and Wealth Management.
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