Megan Thomson in

Megan Thomson

Initiator · DISC type Di
Senior Paraplanner at Morgans Milton, Springfield and Townsville
📍 Greater Brisbane Area, Australia

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Senior Paraplanner
Location
Greater Brisbane Area, Australia
Personality Overview

How Megan shows up

Risk-Accepting
Impact-Oriented
Friendly Challenger

They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials. They respond well to objective pitches but also attach some value to relationships.

Priorities

Topics Megan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2024
Senior Paraplanner
Morgans Milton, Springfield and Townsville
4-2022
Senior Paraplanner
Your Outsourcing Solution
6-2020 - 3-2022
Advice Intergration Manager
Madison Financial Group
1-2011 - 6-2020
Advice Professional Coach
Commonwealth Bank
8-2009 - 1-2011
Practice Manager/Senior Paraplanner
CB Financial, Brisbane
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2010
AD of Financial Planning
FPA
1995 - 1998
Bachelor of Commence
Griffith University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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