Merideon Wealth Strategies - News and Updates

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Merideon Team expands PDF Print E-mail
Wednesday, 05 May 2010 08:45

Due to the continued demand for Merideon's quality financial advice we have taken on 2 new team members in the last 2 months.

To enable us to continue to provide quality ongoing and review services for our existing clients and meet the demand for new clients and referrals, Merideon has appointed a new Financial Planner and a Client Services Manager.

If you hear some new voices on the phone or receive an email from a stranger, you will know who it is.

Matthew Ripley joined the team in March and is our second Financial Planner. He has recently migrated with his family from the UK and has good experience in insurance, investment, retirement and gearing strategies. Given his UK knowledge, he is also able to provide expats with advice on transferring UK assets, establishing their finances in Australia and maximising their wealth between the two countries.

Nathalie Pires joined the team today as Client Services and Admin Manager. Her role is to help us deliver a high level of service to new and existing clients. Nathalie's extensive experience and training in the Financial Planning industry and especially in relation to Centrelink and retirement planning, will provide our clients with a greater depth of knowledge to help them build and protect their wealth.

Now that we have expanded our capacity to provide timely, quality advice, please feel free to book a review or refer someone you know to us so we can help build and protect their family's longterm wealth.


 

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