Drew Meredith

Director & Adviser at Wattle Partners - Private Wealth Managers
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Contact Information
us****@****om
(386) 825-5501
Location
Australia, AU

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Bio

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Experience

  • Wattle Partners | Retirement Wealth Specialists
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director & Adviser
      • Jan 2010 - Present

  • The Inside Network
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director, Head Of Content
      • Nov 2019 - Present

  • Atchison
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Non Executive Director
      • Jul 2021 - Present

  • Sornem Private Wealth
    • Melbourne, Australia
    • Partner and Adviser
      • Nov 2010 - Present

      Provide sophisticated unbiased strategic, wealth and investment management advice to a diverse range of clients. Provide sophisticated unbiased strategic, wealth and investment management advice to a diverse range of clients.

  • Lachlan Partners
    • Financial Services
    • 1 - 100 Employee
    • Adviser
      • 2009 - 2010

  • Investstone Wealth Management
    • Financial Services
    • Adviser
      • 2005 - 2009

    • Adviser
      • 2005 - 2009

  • Commonwealth Financial Planning
    • Graduate
      • 2004 - 2005

      Provided support across the financial planning department including paraplanning, head office, reporting, compliance and systems management. Provided support across the financial planning department including paraplanning, head office, reporting, compliance and systems management.

Education

  • SMSF Association
    SMSF Specialist Advisor, Finance, General
    2018 - 2018
  • Financial Planning Association
    Certified Financial Planner, Business
    2011 - 2012
  • KAPLAN Professional
    Graduate Diploma, Applied Finance
    2006 - 2009
  • University of Melbourne
    Bachelor of Commerece
    2001 - 2003
  • University of Melbourne
    Bachelor of Commerce, Finance
    2000 - 2003
  • Ivanhoe Grammar School
    VCE
    1993 - 2000

Community

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