Lexy Schmidt

Client Services Manager at Meridian Wealth Management - Melbourne, Victoria, Australia

Lexy Schmidt's Contact Details
HQ
["1300241242"]
Location
Company
Meridian Wealth Management
Lexy Schmidt's Company Details
Meridian Wealth Management logo, Meridian Wealth Management contact details

Meridian Wealth Management

Melbourne, Victoria, Australia • 1 - 10 Employees
Financial Services

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.

Details about Meridian Wealth Management
Frequently Asked Questions about Lexy Schmidt
Lexy Schmidt currently works for Meridian Wealth Management.
Lexy Schmidt's role at Meridian Wealth Management is Client Services Manager.
Lexy Schmidt's email address is ***@meridianwealth.com.au. To view Lexy Schmidt's full email address, please signup to ConnectPlex.
Lexy Schmidt works in the Financial Services industry.
Lexy Schmidt's colleagues at Meridian Wealth Management are Justin L., Todd Emerick, Courtney Kelley, Paul Cfp, Katie Cfp, Tanya Mathews, Kevin Beahan and others.
Lexy Schmidt's phone number is ["1300241242"]
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