Meridian Wealth Management is a Melbourne-based financial planning and wealth management firm. It was started by Paul Dunn in 2004 after he saw first-hand the inefficiencies and ineffectiveness in the big financial companies.
Paul’s mission is to help people with realistic financial advice and achievable goals. Living well and retiring comfortably aren’t out of reach for average Australians – solid planning and hard work (and some really good advice) are all you need.
Meridian Wealth Management guides clients through all kinds of life events. Whether you’ve encountered a rough patch or a purple one, Meridian can give strategic advice that helps you make the most of your situation.
Many financial firms offer services only from the bank and insurance company that owns them. Meridian is privately owned, so the service you’re recommended is the best one for you.
Australian Financial Services & Credit Licence No. 446448.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 8-34 Gladstone Park Dr, Shop 33,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- meridianwealth.com.au
- Keywords
- Investment, Superannuation, Insurance, Advice, Retirement, Aged Care, Property, Redundancy, Financial Planning.
- HQ
- Gladstone Park, Victoria
Meridian Wealth Management Questions
Meridian Wealth Management's website is meridianwealth.com.au
Meridian Wealth Management's LinkedIn profile is https://au.linkedin.com/company/meridian-wealth-management-pty-ltd
Meridian Wealth Management has
3 employees.
View email and phone details for 3
employees at Meridian Wealth Management.
Meridian Wealth Management's industry is
Financial Services
Meridian Wealth Management's top competitors are
Wealth Today,
Akora Finance,
Bendigo Bank Private Banking,
Positive Rate Tax Advisors,
Mcg Wealth Management,
Smedley Technical & Strategic,
Meridian Wealth Management, Llc,
Paragon Management,
Lightbulb Wealth Management,
York Wealth Management.
Meridian Wealth Management's categories are Financial Services
Meridian Wealth Management's founding year is 2004
