Run Meretz

Equity Financial Services Australia Pty Ltd

Bronze
35 Yrs Experience
Melbourne, VIC 3004

Investment and financial planner. Specialist in Superannuation including Self Managed Funds (SMSF). Accredited Life Insurance Broker including expertise in Income Protection cover. As an Ethical Investment professional I am eager to listen and  guide you through the ever complicated world of Ethical investing. ..This is no longer a matter of just avoiding say tobacco and coal producers as it can also be "working conditions" and many other aspects that one would take into account. Nor is it a trade -off that could mean lower returns.

Most people don't plan to fail they fail to plan!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 25
  • First year providing advice 1987
  • Years of experience 35
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Equity Financial Services Australia Pty Ltd

Level 1, Suite 1.03, 11 Queens Road
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Equity Financial Services Australia Pty Ltd

AFSL 244245