Meet The Team
Head of Client Services
Megan has 15 years experience in the Banking, Finance, and Insurance industries specialising in customised adviser support within the AFSL sector.
As Head of Client Services at Oasis Wealth, Megan is passionate in helping clients achieve their goals and move their businesses forward.
She genuinely enjoys talking to clients whether it is helping them with business queries regarding insurance providers and commissions, or celebrating client successes and milestones.
“The best part of my job is being able to use my extensive experience to help advisers and make sure they feel confident and supported to do their role with ease and pride. I love being a part of the Oasis family.”
Head Business Development Manager
Trish’s experience covers 35 years in the Finance & Insurance industry specialising in Business Development and helping companies such as Community First Credit Union, Interstar, Challenger, LoanKit and Resimac. In 2013 Trish was a Top 5 Finalist in the MFAA BDM of the Year Awards
As the Head BDM for Oasis Wealth, Trish loves developing relationships with advisers, helping them protect their clients and adding extra income streams to their business. Trish is driven to support clients and help them achieve their goals.
“The best part of my job is being creative and innovative, providing fresh ideas to the Advisers to help them grow their business. I feel fortunate to be able to use my experience and industry relationships to do what I love and support our Advisers.”