Meridian Financial Planning

Meridian Financial Planning
Suite 11 Menai Metro,
62 – 70 Allison Crescent,
Menai NSW 2234

Telephone: (02) 9543 7821
Facsimile: (02) 9543 2277
Website: www.meridianfp.com.au

Meridian: "Pertaining to a period of greatest prosperity"

Meridian Financial Planning is a private company established in April 2005 and is wholly owned and operated by Warren Brooks (PNA JP).

Meridian Financial Planning specialises in offering clients full financial planning services including accurate up-to-date technical information and advice in areas of investment and retirement planning, tax minimisation strategies, superannuation and personal protection insurances.

Our clients include small businesses, individuals, and couples of varying professions.

For clients whose needs extend beyond financial planning, Meridian is closely affiliated with other professional groups offering chartered accounting and taxation services, mortgage broking, property management services, and estate planning.

Clients who use some or all of these services know that a group of professionals are working together to ensure their financial needs are always met.

Warren Brooks, Authorised Representative NSW - Sydney CBD Warren is a member of the National Institute of Accountants. He has worked in the financial services industry for 20 years and has held senior positions in large organisations in the insurance, funds management and banking industries. Through Meridian Financial Planning, Warren specialises in providing advice to clients in the area of personal protection insurances, such as life, trauma and income protection. This includes recommendations on wealth protection strategies that are consistent with their financial needs and objectives. Click here to download Warren's Adviser Profile (Part 2 of the Financial Services Guide).

How to contact Meridian Financial Planning

To contact Meridian Financial Planning you can call them on (02) 9543 7821.

For more information, please visit the Meridian Financial Planning website.

Warren Brooks and Meridian Financial Planning Pty Ltd, ABN 21 112 806 934, are Authorised Representatives of Consultum Financial Advisers Pty Ltd.