Megan Kipling

Assistant Manager - Geraldton

Megan Kipling is an Assistant Manager in the Geraldton Business Advisory division.

Megan is a dedicated financial expert. She helps small and medium businesses, as well as high net-worth individuals, understand their finances. Megan also assists with tax compliance and creates effective tax planning strategies. 

Megan is passionate about demystifying financial concepts, ensuring that her clients not only grasp their current financial status but also recognise opportunities to make informed decisions. By fostering strong relationships with each business, she becomes a trusted adviser, guiding them toward sustainable success in a competitive marketplace. 

She is dedicated to helping clients understand their financial health, providing a solid base for reviewing overall business performance. By simplifying complex financial data into clear insights, she enables clients to see how their numbers reflect the health and efficiency of their operations. This clarity helps them pinpoint strengths and areas for improvement in their financial circumstances. 

"I love getting to know my clients’ unique business needs and personal hurdles, as this personal touch helps me provide the tailored support they need to thrive."

Megan originally began her career as a tax accountant in Adelaide, where she developed a strong foundation in financial principles and tax regulations. Her experience in this role allowed her to hone her analytical skills and gain valuable insights into the financial challenges faced by businesses. 

After several successful years in Adelaide, Megan made the move to Geraldton, seeking new opportunities and a fresh perspective on the financial landscape. This transition not only broadened her professional horizons but also deepened her commitment to supporting small businesses in understanding their financial situations. Megan's background in tax accounting continues to inform her approach, as she combines her technical expertise with a passion for helping clients navigate their unique financial journeys. 

Megan finds great satisfaction in adding a personal touch to her work. She believes that understanding her clients’ unique business needs and personal challenges is essential for effective financial guidance. By taking the time to build relationships, she learns about their goals, aspirations, and the obstacles they face, both professionally and personally. This deep connection allows her to tailor her strategies and advice to align with each client’s specific circumstances, ultimately creating more impactful solutions.

Megan is focused on attracting a diverse range of clients, specifically targeting middle-market small to medium enterprises (SMEs), regional SMEs, and high-net-worth individuals. For middle-market SMEs, she aims to provide tailored financial guidance that addresses their unique challenges as they navigate growth and scalability. Megan understands that these businesses often require sophisticated financial strategies to optimise performance and achieve long-term goals. 

In the regional SME sector, she is particularly passionate about supporting businesses that are integral to their local economies. Megan recognises the distinct hurdles faced by these enterprises and is committed to offering personalised solutions that foster resilience and growth in regional markets. 

Additionally, Megan seeks to connect with high-net-worth individuals who need expert advice on tax planning and wealth management. She is dedicated to helping them preserve and grow their wealth while ensuring compliance with tax regulations. By understanding their financial aspirations and personal circumstances, Megan provides bespoke strategies that align with their financial goals. Through her targeted approach, Megan aims to build lasting relationships with these clients, offering them the insights and support they need to thrive in a competitive landscape.

Outside of work, Megan is a busy mum balancing kids’ activities, family commitments, and home responsibilities. From school events and sports practices to managing the household, she enjoys finding creative ways to keep everything running smoothly.

Solutions Megan provides

Megan provides expert knowledge in the following areas:

•    Business advisory services in Geraldton
•    Accounting and tax
•    Business growth
•    Tax compliance

Qualifications

• Bachelor of Commerce, University of South Australia