About Us

Life has its ups and downs – but it shouldn’t turn your financial life into a rollercoaster.

Meridian Wealth Management help people through all stages in life take control of their finances and build their wealth. We can help you make the right decision for your situation (and we’ve seen a lot of situations since we started in 2004).

We can provide strategic advice and financial planning, cash flow or debt management, superannuation (including self-managed), investment and retirement planning, insurance, and more.

We also help business owners protect their assets and build succession plans. Come and see us for an obligation-free chat. We’ll help however we can.

Paul Dunn

Managing Director

Paul is a highly sought-after financial & investment advisor 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 his clients generally stay with him for many years.

Away from the office, Paul spent 4 years in the VFL as an assistant coach and is currently senior coach of Northern Saints. He’s born and bred in Melbourne, where he lives with his lovely wife Connie (who helps with the business) and two children.

Connie Storer

Client Engagement Manager

Connie loves helping families and small businesses take control of their finances and plan for a better future.

With over 10 years’ experience managing projects in the Telecommunications and ICT industry, as well as customer service experience, Connie is well used to managing multiple deadlines and stakeholders – and she does it with a smile on her face.

Her project management background means that Meridian Wealth Management’s clients always come away with detailed plans and achievable goals on their path to financial freedom.

Away from the office, Connie enjoys keeping fit and is kept extremely busy supporting her children with their many and varied sporting endeavours.

Mark Kovacevic

Advisers Services Officer

Under Paul’s tutelage, Mark helps families, individuals and small businesses plan for their future and map out the steps to achieving financial freedom.

Mark’s role at Meridian includes working with clients to help understand their financial position, helping put together individual advice documents for clients, and keeping Meridian’s databases up to date.

Mark graduated with a Bachelor of Business majoring in accounting, and he loves helping clients work out their financial plans in fine detail. He’s enjoying the opportunity to learn from Paul, and the challenge of juggling work and sporting commitments – Mark currently plays for Coburg in the VFL.

ifa recognises top performing advisors Meridian Wealth Management