The Financial Planning Association of Australia The Financial Planning Association of Australia

Paul Dunn, CFP®


Name Paul Dunn, CFP®
Company Meridian Wealth Management
Address Shop 33
8-34 Gladstone Park Drive
Gladstone Park, VIC 3043
Phone 1300 241 242
Email [email protected]
Website www.meridianwealth.com.au

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 Paul has long-lasting relationships with his clients.

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

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