Financial Adviser · MELBOURNE, VIC

Drew Robert Meredith

MELBOURNE, VIC

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 001001056

Currently at

Wattle Partners

Melbourne, VIC (firm address)

View firm profile

About Drew Robert Meredith

Drew Robert Meredith is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Drew is currently authorised under Wattle Partners. Drew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Drew's qualifications include a Certified Financial Planner from FPA. Drew is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce (Finance)

University of Melbourne

2009

Graduate Diploma of Applied Finance

Kaplan

2012

Certified Financial Planner

FPA

Registration History

Wattle Partners Pty Ltd

Nov 2010 - Present Current

LACHLAN WEALTH MANAGEMENT PTY LTD

Jul 2009 - Oct 2010 Ceased

MN CONSULTANTS PTY LTD

May 2005 - Jun 2009 Ceased

Source: ASIC Financial Advisers Register