Meridian Financial's size means you won't just become another number. We enjoy what we do and that is servicing and getting involved on a personal level with our clients.
Our ability to form and maintain relationships with our clients has enabled us to continue to grow over Meridian's exciting 13 year history, with Funds under Management approaching $100 Million.
Being an Australian Financial Services licence holder means we can provide a full range of financial services. Click on any of the services listed below to find out more.
Full service full advice sharemarket trading. Constant Market monitoring, regular client contact and guidance from our highly skilled Sharebroking Division.
Execution only access for clients on a major Australian trading platform at competitive internet brokerage rates, with the added flexibility of seeking advice from our professional advisors.
Through our relationship with CMC Asia Pacific Group, we are able to offer CFD trading in Australian and International Shares, Global Indices, Commodities and Margin Foreign Exchange.
This facility is offerred either as an execution only basis with Meridian Financial remaining your main point of contact, or as a full service advisory with us providing total advice and trading support.
The complete day to day management of your investment portfolio, including full recording and reconciliation of transactions, regular performance reporting and investment reviews.
All the services described in Investment Management with the additional aid of advice in negotiating the compliance issues that are inherent in the Superannuation System.
Whatever the size of your employee base, we can access an Employee Superannuation Plan that eliminates headaches for the employer, and provides both the service and returns that meet the needs of your employees.
As your most valuable assets are likely to be your health and your ability to earn an income, we can protect you and your family by organising a full range of life and disability cover.
Meridian Financial's size means you won't just become another number. We enjoy what we do and that is servicing and getting involved on a personal level with our clients. 
