Katie Cfp's Colleagues at Meridian Wealth Management
Katie Cfp's Contact Details
["1300241242"]
Lexington,Kentucky,United States
Meridian Wealth Management
Katie Cfp's Company Details
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.