About Meghna

Meghna (Meg) is a Private Wealth Adviser in the Sydney office for Shadforth Financial Group.

Meg joined Shadforth in 2019 and is passionate about providing tailored strategies that empower clients to make informed decisions and secure their financial future.

Growing up in Malaysia, Meg finds it important to understand each client’s background and journey before formulating a strategic plan to achieve their goals.

She works with a diverse range of clients including:

• Individuals and families
• Self-employed and business owners
• Self-Managed Super Funds (SMSFs) and Trusts
• Personal Injury and medical compensation clients.

Education and Experience:

Meg holds the following qualifications:

• Bachelor of Commerce (Accounting and Finance), University of New South Wales
• Graduate Diploma in Financial Planning, Kaplan Professional
• Accredited SMSF Specialist
• Member of the Financial Advice Association Australia (FAAA)

Meg in her own words:

To me, financial advice begins with understanding you - your goals, values, and aspirations. My focus is building strong relationships and guiding clients through life’s complexities with clarity and confidence.

Outside of work:

Outside the office, Meg leads an active lifestyle and enjoys playing a variety of sports including soccer, tennis, badminton, and swimming. One of her achievements is receiving a Dan 1 Black Belt in Taekwondo. When she’s not working in her corporate role, Meghna loves giving back to the community by volunteering at various events, including the Women’s Football World Cup in 2024.