Meridian Advisory Group Active
Open opportunities2
Opportunities value$1,370,000
Open applications4
Settled applications4
Total settled value$2,335,000
Conversion ratio33.3%settled ÷ all submitted
General information
- Referrer group
- Meridian Advisory Group Pty Ltd
- Trading name
- Meridian Advisory Group
- Entity
- Private company
- ABN
- 38 604 219 775
- Industry type
- Accountant
- Affiliate
- Westside Business Brokers
- Address
- Level 4, 140 St Georges Terrace, Perth, WA, 6000
- First name
- Sarah
- Last name
- Mitchell
- Mobile
- 0491 574 118
- sarah.mitchell@meridianadvisory.com.au
SM
Sarah Mitchell
Director 1 · Account Owner
sarah.mitchell@meridianadvisory.com.au
0491 574 118
MR
Michael Rossi
Director 2
michael.rossi@meridianadvisory.com.au
-
Referral agreement
PDF
Referrer agreementMeridian Advisory Group · accepted at sign-up
Commission split
Custom
Upfront: 40% of the upfront commission Clue Finance receives, paid within 14 days of settlement.
Trail: 25% of trail for the life of the loan, paid quarterly.
- Deals over $2M: split agreed per deal
- No split on refinances of existing Clue loans
You are currently displaying the default commission split for this referrer.
Default commission split
30% of the upfront commission Clue Finance receives, paid monthly in arrears after settlement. No share of trail.
| Deal ID | Date created ▼ | Borrowing entity | Loan type | Referrer name | Loan amount | Status |
|---|
Showing 12 of 12 entries
Users
Account Owner, admins and team members in Meridian Advisory Group| Name | Phone | State | Role | |
|---|---|---|---|---|
SM Sarah Mitchell sarah.mitchell@meridianadvisory.com.au |
0491 574 118 | WA | Account Owner | |
DC David Chen david.chen@meridianadvisory.com.au |
0491 575 254 | WA | Admin | |
PN Priya Nair priya.nair@meridianadvisory.com.au |
0491 576 398 | WA | Team Member | |
ben.hughes@meridianadvisory.com.au Invitation sent 22 Oct 2026 |
- | - | Invited
|
The Account Owner is the referrer admin who created the organisation; their role can't be changed. Admins can invite and manage users; team members submit and track their own referrals.
Delete referrer Super admin only
Removes Meridian Advisory Group from the active referrer list. All users in this organisation are deactivated and can no longer sign in. Historical opportunities stay visible in reports, attributed to the deleted organisation. This can't be undone from the admin portal.