Knowledge
Documents and policies.
Current versions only. Earlier versions are archived in the document management system and are available on request.
Exhibit 01 Practice guides
# Client Engagement Lifecycle **Document Version:** 3.2 **Last Updated:** March 2024 **Owner:** Catherine Wu, Managing Partner **Review Date:** September 2024 ## Overview This document outlin…
# Government Engagement Protocols **Meridian Advisory Pty Ltd** **Document Version:** 2.3 **Last Updated:** March 2024 **Owner:** Raj Kapoor, Partner — Government & Policy **Approved By:** Cat…
# Graduate Program Handbook **Meridian Advisory** *Version 2.3 | Updated September 2023* --- ## Welcome to Meridian Advisory Congratulations on joining our graduate program! This handbook will gu…
Exhibit 02 Firm policies
# Conflict of Interest and Independence Policy **Document Version:** 3.2 **Effective Date:** 1 March 2023 **Last Review:** 15 February 2024 **Next Review:** March 2025 **Owner:** Catherine Wu…
# Flexible Work and Leave Policy **Document Version:** 3.2 **Effective Date:** March 1, 2024 **Last Updated:** February 15, 2024 **Review Date:** March 2025 **Owner:** Mei Lin, Director of Fi…