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

4.95
25 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 25

Sort by

5.00

"Run is my adviser for the last 3 years. Always I receive Run's full care and attention, through Run's knowledge and experience he was able to explain to me all aspects and nuances of different types of insurances. Run listened to my needs and requirements and recommended the best fit package. There was never any pressure and I am very glad and feel very comfortable doing business with him. I have been very pleased with his help. I feel safe that I am in good hands."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Run has given me advice in regards to investing and my super fund. Run is very knowledgeable and ethical and explains things clearly. Run's knowledge is unique as has a global experience and outlook . I feel confident that the advice given suits my needs as Run is a good listener. I always receive Run's full care and attention when required .Would definitely recommend Runs services."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Run has been my superannuation advisor for over 20 years. He keeps me up to date on a regular cadence, and is responsive and knowledgeable, which in turn enables me to make informed decisions."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I generally find the world of finance and investments overwhelming but Run always makes me feel in control by offering balanced and comprehensive advice to equip me with the information I need to make sound decisions about my finances. All those I have referred to him are very happy I’ve made the introduction."

  • Superannuation
  • Insurance Protection
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Really genuine, confident passionate person in his work. Always comes back with any questions with speed ."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Run has provided me with advice in areas including personal investments and my superannuation portfolio. I feel confident with Run's expertise and advice, and am happy with how my investments are performing. He always responds to my questions in a very timely manner."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Run has given me professional services, was always available, polite and fast to react. Very important with the share market."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Run has given me exceptional advise for my Superfund, he is so helpful and easy to understand."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a new client of Runs, I am extremely happy with the suggestions and changes he has recommended for me and am really impressed with the care and attention he provided when reviewing my investments and property portfolio. I would highly recommend Run to any potential clients."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Run is a professional and very reliable financial adviser. He has really helped my portfolio grow!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2017
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