Paul Dunn  Cfp

Paul Dunn Cfp Email and Phone Number

Managing Director and Principal Adviser @ Meridian Wealth Management Pty Ltd
Gladstone Park, VIC, AU
Paul Dunn Cfp's Location
Gladstone Park, Victoria, Australia, Australia
Paul Dunn Cfp's Contact Details

Paul Dunn Cfp work email

Paul Dunn Cfp personal email

n/a
About Paul Dunn Cfp

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.

Paul Dunn Cfp's Current Company Details
Meridian Wealth Management Pty Ltd

Meridian Wealth Management Pty Ltd

View
Managing Director and Principal Adviser
Gladstone Park, VIC, AU
Employees:
3
Paul Dunn Cfp Work Experience Details
  • Meridian Wealth Management Pty Ltd
    Managing Director And Principal Adviser
    Meridian Wealth Management Pty Ltd
    Gladstone Park, Vic, Au
  • Meridian Wealth Management Pty Ltd
    Managing Director & Principal Adviser
    Meridian Wealth Management Pty Ltd Aug 2004 - Present
    Gladstone Park, Victoria, Au
    Meridian 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.
  • Williamstown Football Club
    Vfl Assistant Coach - Defence
    Williamstown Football Club Dec 2023 - Nov 2024
    Newport, Vic, Au
  • Northern Bullants Football Club
    Vfl Assistant Coach - Defence
    Northern Bullants Football Club Dec 2020 - Sep 2022
    Preston, Victoria, Au
  • Afl Coaches'​ Association
    Next Coach Program
    Afl Coaches'​ Association Nov 2021 - Nov 2021
    Melbourne, Victoria, Au
  • Cub Club Of United Business
    Member
    Cub Club Of United Business Mar 2018 - Jun 2021
    Sydney, New South Wales, Au
  • Greenvale Football Club
    Senior Assistant Coach - Forwards
    Greenvale Football Club Oct 2018 - Oct 2019
    Greenvale, Victoria, Au
  • Northern Saints Football Club
    Senior Coach
    Northern Saints Football Club Oct 2017 - Sep 2018
  • Coburg Football Club
    Vfl Senior Assistant Coach - Defence
    Coburg Football Club May 2017 - Sep 2017
    Coburg, Victoria, Au
  • Coburg Football Club
    Vfl Development Coach
    Coburg Football Club Jan 2016 - May 2017
    Coburg, Victoria, Au
  • Essendon Football Club
    General Assistant Coach Vfl & Training Services Manager
    Essendon Football Club Oct 2013 - Dec 2015
    Melbourne Airport, Victoria, Au
  • Mwv & Associates
    Senior Financial Planner
    Mwv & Associates Mar 2002 - Jul 2004
  • Hsbc Asset Management Australia Limited
    Adviser Services
    Hsbc Asset Management Australia Limited Feb 1996 - Aug 2001
  • Nab International Operations
    Currency Services Clerk
    Nab International Operations Jan 1995 - Dec 1995

Paul Dunn Cfp Skills

Wealth Management Investments Financial Services Retirement Planning Strategic Financial Planning Portfolio Management Financial Planning Superannuation Financial Advisory Estate Planning Wealth Strategy Investment Management Investment Strategies Finance Banking Small Business Investment Advisory Insurance Income Protection Cash Flow Management Management Wealth Management Services Securities Risk Management Asset Allocation Retirement Smsf Equities Leadership Pensions Funding High Net Worth Individuals Tax Financial Markets Options Wealth Accumulation Asset Management Personal Finance Alternative Investments Etfs Tax Efficiency Financial Planners Loans Mutual Funds Life Insurance Private Banking Credit Financial Risk Succession Planning

Paul Dunn Cfp Education Details

  • Deakin University
    Deakin University
    Financial 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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