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RM

Run Meretz

Financial Adviser

Equity Financial Services Australia Pty Ltd
Melbourne, VIC 3004

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Run Meretz is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and professional advice. With an Advanced Diploma from Integratec obtained in 2004, Run has a solid foundation in financial planning principles and practices. Furthering his commitment to excellence, Run became a member of the SMSF Association in 2017, demonstrating a specialized knowledge in self-managed superannuation funds. Run is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive well-rounded and effective strategies. This includes expertise in superannuation advice, insurance solutions, investment life insurance, and life risk insurance. Key services include: • Superannuation advice and strategies • Comprehensive insurance planning • Investment life insurance guidance • Life risk insurance solutions Run's approach is centered on building long-term relationships with clients, understanding their unique circumstances, and providing clear, actionable advice. Whether you are planning for retirement, seeking to protect your family, or looking to grow your investments, Run is here to help. Contact Run today to arrange a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Superannuation strategies Life insurance Investment life insurance Risk management Retirement planning SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000244245

Verify on ASIC Register

Authorised Representative Number

000267232

Verify on MoneySmart Register

Frequently Asked Questions

What financial services does Run Meretz offer?

Run Meretz provides advice on superannuation, insurance (including investment life and life risk), and investment strategies tailored to your individual needs.

What qualifications does Run Meretz have?

Run Meretz holds an Advanced Diploma from Integratec (2004) and is a member of the SMSF Association (2017).

How does Run Meretz approach financial planning?

Run focuses on building long-term relationships with clients, understanding their unique circumstances, and providing clear, actionable financial advice to help them achieve their goals.

Can Run Meretz help with my superannuation?

Yes, Run Meretz offers comprehensive superannuation advice and strategies, including expertise in self-managed superannuation funds (SMSFs).

What should I expect during my first meeting with Run Meretz?

During your first meeting, Run will discuss your financial goals, current situation, and risk tolerance to develop a personalized financial plan tailored to your specific needs.

Get in Touch

Contact Run directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.