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Meredith Cornelius

Meredith Cornelius - CFPCM

CFP CM

Board Member

Financial Strategies Nelson Ltd
P O Box 10006
The Wood
Nelson 7047

Mobile: (027) 224 8607
Email: meredith@fsnelson.co.nz 

In December 2001, Meredith and her family emigrated to Nelson from Corvallis, Oregon — a town about the size of Nelson, in the US’s Pacific Northwest.  Shortly after arriving, Meredith set to work to build a career in NZ financial planning and investment advising.  After a few starts and stops, Meredith joined Christchurch-based Financial Strategies (NZ) Ltd in 2004, running the company's Nelson office and serving its "top of the South" clients.  Along the way, Meredith added to her US university degrees in finance, economics and accounting with a Graduate Diploma in Business Studies (Financial Planning) from Massey University, and was conferred the Certified Financial Planner (CFPCM) designation in 2006.  Branching out on her own in mid-2008, Meredith now independently owns and operates Financial Strategies Nelson Ltd, providing fee-only, independent financial planning and investment advice to individuals, couples, trusts, closely-held companies and charitable trusts.   

In addition to prior non-profit leadership roles as an advocate for those with special needs and the local Cancer Society, Meredith is an active member of SIFA who recently organised the society's November 2013 conference in Nelson.  She now serves as the society's Secretary and Committee Member. 

Meredith's decision to stand for the IFA board was based on her strong support and belief in:

  • What should remain meaningful designations, the CFPcm and CLU and
  • Having a strong professional body ready, willing and able to advocate for its members.