Paul Dunn profile photo

Paul Dunn

Meridian Wealth Management Pty Ltd

Silver
22 Yrs Experience
Gladstone Park, VIC 3043

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Silver
  • First year providing advice 2002
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Meridian Wealth Management Pty Ltd

Shop 33, 8-34 Gladstone Park Dr
Gladstone Park, VIC 3043

Opening hours

  • 9:00am – 4:00pm Monday – Sunday

Licensed by

Meridian Wealth Management Pty Ltd

AFSL 446448