Meridian Wealth Management Email Format
Financial ServicesVictoria, Australia2-10 Employees
Meridian Wealth Management is a Melbourne-based financial planning and wealth management firm operating from Gladstone Park, Victoria. It was founded in 2004 by Paul Dunn, who aimed to address inefficiencies and ineffectiveness observed in larger financial firms. It is privately owned and holds Australian Financial Services & Credit Licence No. 446448. The firm seeks to provide realistic financial guidance aimed at achievable goals to help ordinary Australians live well and retire comfortably through careful planning. By guiding clients through a range of life events with strategic, tailored advice, Meridian establishes independence from bank- or insurer-owned models.