Meredith has 10 years experience in the Financial Planning Industry and achieved the highest qualification for financial planners, the Certified Financial Planning™ Practitioner designation, in 2006.
She has previously worked as a Market Analyst for companies such as BHP Billiton and Campbell Brothers.
Meredith commenced work in the financial services industry in 2002 and her first years were as technical support and paraplanning creating the strategies for the advisers at Bailiwick Financial Services Pty Ltd, which later became Rothgard Financial Partners Pty Ltd. During this time Meredith completed her Diploma in Financial Planning at Deakin University (2003). In 2004, Meredith commenced working as a financial adviser growing her client base through referrals whilst reviewing existing clients within Rothgard. She was also responsible for creating the client review system for Rothgard under the then new Financial Services Reform legislation.
In September 2006, she commenced working as a Financial Planner at QTFP. Meredith is responsible for looking after a client base and maintaining a professional relationship and ensuring their individual goals are being met by creating and implementing specific strategies. Her area of expertise is mostly pre-retirement planning in addition to a focus on wealth creation strategies with the younger market.
Meredith is a member of the Financial Planning Association of Australia (FPA).
Meredith Ward is a salaried employee of QT Financial Planning Pty Ltd, and both your adviser and QT Financial Planning Pty Ltd are Authorised Representatives of Actuate Alliance Services Pty Ltd and are regarded as the 'providing entity' under the Act. This Adviser Profile, which forms part of the QT Financial Planning FSG, is distributed with the authority of Actuate Alliance Services Pty Ltd.
QT Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Actuate Alliance Services Pty Ltd, ABN 40 083 233 925, AFSL 240959, Level 17, 100 Pacific Highway, North Sydney, NSW, 2060.
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