Stav Nakopoulos
Working with Adrian Cassidy, Stav’s primary responsibilities involve client services, share trading administration and Para Planning. Stav is currently studying the Bachelor of Commerce at University of South Australia.
Client Liaison

Nathan Baker
Client Services Manager, Nathan is responsible for Weekly Share Instructions, overseeing our administration team, and ongoing liaison with clients. He has completed a Bachelor of Arts, Diploma in Financial Planning, and recently his SMSF accreditation.
Client Liaison

Jodie Hirthe
As our Accounts Manager, Jodie handles all accounts payable and receivable, commissions, payroll preparation, client & company IAS & BAS, new client set-up & departure. She also assists in many areas of administration, client liaison and has over 10 years experience in administration, accounts and customer service.
Accounts Administration

Tessa Bentley
Tessa assists in the production of review reports and as well as personal assistant to Adrian Care. Tessa is currently studying towards her Diploma in Financial Planning.
Client Liaison

Amy Martin
As our office manager, Amy is the first team member you will usually speak to or see when visiting our office. She also acts as personal assistant to Brian Nash and assists with client liaison.
Client Liaison

The Investment Process
Merlea Investments promotes the accepted investment process that seeks low risk (low volatility) and high relative returns by diversifying clients, investments between the four core assets. These core assets of property, interest bearing deposits, cash and direct shares, form the underlying investments within the managed funds in which Merlea Investments specialises.

Additional performance and security is then sought through accessing some of these assets internationally. In this way the movements of the different assets stabilise each other, while the exposure to world wide opportunities in growth assets can gain additional returns.
As a general rule, no one of these core assets is excluded at any particular time. All four have been recommended to be held even if in varying amounts.

By tailoring the mixture of assets to each client and their specific situation, and by regular reviews, rebalancing of the portfolio using the process described above can deliver very worthwhile investment returns to clients.