Paul Dunn established Meridian Wealth Management in 2004 with a firm belief that with a combination of fee for service and the right advice, anyone can take control of their asset management and financial destiny to produce a lifestyle commensurate with their years of work.An Australian Certified Financial Planner (CFP) and highly sought-after professional financial advisor, Paul is skilled at providing high level strategic advice, financial review and guidance across the full spectrum of wealth management.
Paul joined the Australian financial services industry in 1995 and his commitment to build and service long term relationships with his clients has differentiated him in an industry that has been criticised for focusing on financial products versus people.
Paul’s career includes extensive financial management experience within the HSBC Asset Management Group, a Senior Financial Planning position within the AMP group, and roles with NAB International Operations. He is also a CFP Member of the Financial Planning Association of Australia and a Senior Associate of the Financial Services Institute of Australia.
A highly engaging industry speaker, Paul communicates with deep knowledge and insight on the financial markets and key industry issues and understands the wealth creation issues that are important to his clients.