Drew Meredith

Wattle Partners Pty Ltd

Gold
17 Yrs Experience
Melbourne, VIC 3004
PROFESSIONAL I am one of the original founders of Wattle. I am a experienced financial and investment adviser with expertise in self-managed superannuation funds, superannuation strategies, investment analysis and portfolio construction. I have a thirst for knowledge and further education which allows me to provide well-informed, value adding advice to my clients. I am a career financial adviser, having commenced at the Commonwealth Bank in 2004. I have a Bachelor of Commerce, from the University of Melbourne, a Post Graduate Diploma of Applied Finance and is a Certified Financial Planner. I have also taken on the role as a Facilitator of the Kew Discussion Group of the Australian Investors Association. PERSONAL I have a keen interest in keeping fit, enjoying trail runs along the Yarra River with my wife Laura, and golden retriever, Margaux, as well as regular basketball games. I am a avid writer, who enjoys editing and writing articles for the Unconventional Wisdom Journal as well as more personal topics like politics, food and day-to-day life. I have been a long-term Western Bulldogs supporter and is a player sponsor. When I am not keeping fit, I can likely be found in one of Australia’s wine regions with a glass of champagne or a negroni, plotting the purchase of a winery, cocktail bar, distillery or all of the above. PHILOSOPHY ‘My parents were my first real clients and remain clients today. My philosophy in building Wattle Partners is to treat every client like my parents, meaning only recommending those strategies or investments that I would be comfortable discussing over the dinner table’.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

Wattle Partners Pty Ltd

Level 4, 125 Flinders Ln
Melbourne, VIC 3004

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Wattle Partners Pty Ltd

AFSL 383169

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Drew has consistently provided great advice regarding my financial management. He has guided me through the creation and building of a company as well as the creation and management of a self-managed super fund. I always feel like I receive Drew's full care and attention; he is always clear with his instructions, and I greatly value his knowledge and experience. His company also provide a great amount of information via newsletters, e-mails and podcasts, which I really appreciate, and I think this sets them apart from other firms."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Finance)

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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