Meagan Stephens

Meagan Stephens embarked on her financial planning career in 2009, taking on a diverse range of roles that have provided her with a thorough understanding of compliance requirements and the technical aspects of financial advice. Her commitment to placing our clients’ best interests at the forefront is central to her work. Since joining the Insight team in 2024 as the Paraplanning Coordinator, Meagan has been able to showcase her adaptability and extensive knowledge in the field.

As the Paraplanning Coordinator, Meagan plays a vital role in our advice process. She oversees the development of Statement of Advice (SOA) and Record of Advice (RoA) documents, ensuring they meet all legislative standards. Known for her exceptional attention to detail, Meagan is dedicated to adhering to industry regulations while maintaining a client-centric approach. She skilfully translates complex legislative changes into clear, understandable terms, allowing our clients to grasp their strategies easily.

Her focus on compliance and clarity helps our clients navigate their financial journeys effectively, empowering them to achieve their financial goals.

Outside of her professional responsibilities, Meagan enjoys spending quality time with her family, staying active, and exploring new interests that enrich her life.