Paul is a highly sought-after financial & investment adviser and 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 assistant with VFL football club Northern Bullants, and born and bred in Melbourne, where he lives with his lovely family.
Expertise
My fees
At a glance
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Adviser status
Silver
- First year providing advice 2002
- Years of experience 22
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Meridian Wealth Management Pty Ltd
Shop 33, 8-34 Gladstone Park DrGladstone Park, VIC 3043
![Meridian Wealth Management Pty Ltd logo](https://resources.adviserratings.com.au/practices/meridian-wealth-management-pty-ltd-18005227.png)
Opening hours
- 9:00am – 4:00pm Monday – Sunday
Licensed by
Meridian Wealth Management Pty Ltd
AFSL 446448
![Meridian Wealth Management Pty Ltd logo](https://resources.adviserratings.com.au/licensees/meridian-wealth-management-pty-ltd-446448.png)