Meridian Wealth Management young gun named Associate Financial Planner of the Year

Cody Harmon

Cody Harmon

Melbourne-based financial services firm Meridian Wealth Management is celebrating the news that 26-year old Financial Advisor Cody Harmon has been awarded the Financial Planning Association (FPA) Associate Financial Planner of the Year.

Announced yesterday afternoon at the FPA Congress in Perth, the award recognises academic excellence amongst budding financial planners around the country. The award also commends individuals and businesses that demonstrate a commitment to delivering excellent outcomes for clients, as well as making a notable contribution to their local community.

Meridian Wealth Management Managing Director and Principal Advisor Paul Dunn, said that the national accolade was incredibly well deserved and a testament to Harmon’s hard work and passion, for both his vocation and the industry itself.

“Since 2004 Meridian Wealth Management has strived to support and educate clients throughout their various life stages, to help them make the right financial decisions in order to achieve their financial and lifestyle goals.

“It’s an honor to have Cody recognised in this way and to know that his hard work, passion and knowledge is resulting not only in consistently great outcomes for our clients but also that the industry is acknowledging the dedication and expertise that he demonstrates daily.

“Cody’s acknowledgement as Associate Financial Planner of the Year shows that industry is taking notice of what our firm does as well as the high standards that Meridian Wealth Management is setting, and that’s something we’re incredibly proud of.”

The FPA is Australia’s leading professional organisation for financial planners. Together with over 12,000 members, they are shaping the future of financial planning to secure a better financial future for Australians.

Mr. Dunn is a Certified Financial Planner (CFP) and has been a part of the Australian financial services industry since 1995.

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