Paul Dunn Cfp Email and Phone Number
Paul Dunn Cfp work email
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Paul Dunn Cfp personal email
Paul is a highly experienced and sought-after financial adviser who has been the managing director of Meridian Wealth Management since its foundation in 2004.Over many years working within banking and funds management, Paul saw first-hand that everyday Aussies weren’t getting a fair go when it came to managing their finances and planning for the lifestyle they want in retirement. Paul started Meridian Wealth Management to help people with honest, realistic advice; free from the jargon or pushy nature of the bigger finance companies.People come to Paul in all kinds of life situations. Paul’s philosophy is that everyone deserves the freedom to choose the kind of lifestyle they want and work towards that aim. He and the rest of the Meridian team work with clients to set small, achievable goals that work toward a long-term dream.That’s why Paul has long-lasting relationships with his clients.Away from the office, Paul is an AFL Level 3 Accredited Football Coach and completing his Private Pilots Licence. He’s born and bred in Melbourne, where he lives with his lovely family.
Meridian Wealth Management Pty Ltd
View- Website:
- meridianwealth.com.au
- Employees:
- 3
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Managing Director And Principal AdviserMeridian Wealth Management Pty LtdGladstone Park, Vic, Au -
Managing Director & Principal AdviserMeridian Wealth Management Pty Ltd Aug 2004 - PresentGladstone Park, Victoria, AuMeridian Wealth Management was set up in 2004 to offer an alternative to bank-backed financial advisors that don’t always act in the best interests of their clients.Under Paul’s guidance, Meridian Wealth Management helps families and individuals determine the lifestyle they want in the future - and empowers them to set the plans in place that will get them there.Meridian Wealth Management helps with all types of financial matters including: - Strategic advice and financial planning, - Cash flow or debt management, - Superannuation (including self-managed), - Investment and retirement planning,- Insurance, and more.Meridian also helps business owners protect their assets and build succession plans. -
Vfl Assistant Coach - DefenceWilliamstown Football Club Dec 2023 - Nov 2024Newport, Vic, Au -
Vfl Assistant Coach - DefenceNorthern Bullants Football Club Dec 2020 - Sep 2022Preston, Victoria, Au -
Next Coach ProgramAfl Coaches' Association Nov 2021 - Nov 2021Melbourne, Victoria, Au -
MemberCub Club Of United Business Mar 2018 - Jun 2021Sydney, New South Wales, Au -
Senior Assistant Coach - ForwardsGreenvale Football Club Oct 2018 - Oct 2019Greenvale, Victoria, Au -
Senior CoachNorthern Saints Football Club Oct 2017 - Sep 2018
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Vfl Senior Assistant Coach - DefenceCoburg Football Club May 2017 - Sep 2017Coburg, Victoria, Au -
Vfl Development CoachCoburg Football Club Jan 2016 - May 2017Coburg, Victoria, Au -
General Assistant Coach Vfl & Training Services ManagerEssendon Football Club Oct 2013 - Dec 2015Melbourne Airport, Victoria, Au -
Senior Financial PlannerMwv & Associates Mar 2002 - Jul 2004
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Adviser ServicesHsbc Asset Management Australia Limited Feb 1996 - Aug 2001
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Currency Services ClerkNab International Operations Jan 1995 - Dec 1995
Paul Dunn Cfp Skills
Paul Dunn Cfp Education Details
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Deakin UniversityFinancial Planning And Services
Frequently Asked Questions about Paul Dunn Cfp
What company does Paul Dunn Cfp work for?
Paul Dunn Cfp works for Meridian Wealth Management Pty Ltd
What is Paul Dunn Cfp's role at the current company?
Paul Dunn Cfp's current role is Managing Director and Principal Adviser.
What is Paul Dunn Cfp's email address?
Paul Dunn Cfp's email address is pa****@****.com.au
What schools did Paul Dunn Cfp attend?
Paul Dunn Cfp attended Deakin University.
What skills is Paul Dunn Cfp known for?
Paul Dunn Cfp has skills like Wealth Management, Investments, Financial Services, Retirement Planning, Strategic Financial Planning, Portfolio Management, Financial Planning, Superannuation, Financial Advisory, Estate Planning, Wealth, Strategy.
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