The Merlea Philosophy - Our Team Commitment To You ....
As a Merlea Investments Pty Ltd Investor, you will have the right to expect the  

following standards from us:-

   -  We are honest, truthful, 'up front' and open with you at all times, and we

      expect you'll be like that too. That way we will build a life long and valuable

      relationship with each other.

  -  We will honour our commitments to you absolutely.

   -  Our programs will rarely, if ever be the cheapest on the market. They will 

      always be of exceptional quality and designed to help you add significant

      value to your investments.

                NORTH ADELAIDE - 75 MacKinnon Pd 

                                         Brian Nash

                         Director / Authorised Representative - ASIC# 228933
Director and Financial Adviser, Brian has been providing investment and financial planning advice since 1985. He holds a Diploma of Financial Advising and is an Affiliate Member of the Financial Services Institute of Australasia. Brian has been the leading force behind Merlea Investments unique research software for analysing all economic data. This research has led to our proven results of low risk and volatility with very worthwhile investment returns to clients.

                                        Adrian Care

                                Authorised Representative  - ASIC# 312464  
Adrian holds a Bachelor in Economics, as well as a Diploma in Financial Planning. Adrian has been in the Financial Planning industry since 1997 and has worked extensively in portfolio management.

                                   James Bolingbroke

                                    Client Service Manager / Para Planner

Being our Client Services Manager / Para Planner,  James is responsible for much of the ongoing liaising with clients, preparing and distributing clients financial documentation  and  is involved in the Weekly Share Instruction process.   James has completed a Bachelor of Applied Finance and is currently completing his Diploma in Financial Planning.

                                      Jodie Hirthe

                                                 Accounts Manager

As Accounts Manager,  Jodie handles all accounts payable and receivable, commissions, payroll preparation, client & company  IAS & BAS, new client set-up & departure.   Jodie has over 10 years experience within all areas of accounts as well as office administration.

                                     Tessa Bentley

                                                      Client Liaison
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.

                                     Amy Dickson

                                                    Reception / PA

Amy is our first point of contact for Merlea investments,  with  primarily her roles being Reception / Brian’s Personal Assistant.    Amy has a number of years experience within a similar environment  as well as experience in general administration and client liaison.  Amy is currently studying towards a Diploma of Management.

                       EASTWOOD - 198 Greenhill Rd

                                      Greg Pascoe

                                 Authorised Representative - ASIC# 242548
Greg holds a Diploma in Financial Planning and is a Certified Financial Planner (CFP) which is the highest practitioner qualification. He is also a member of the Financial Planning Association of Australia. Greg has been advising in the financial planning industry for over 26 years and during that time has built up many valuable client relationships.

                                                Michael Frewin

                                           Para Planner / Client Liaison

Michael holds a Bachelor of Economics, a Bachelor of Finance and a Graduate Diploma in Global Wealth Management studied through the University of Adelaide. Michael’s main roles involve Statement of Advice Preparation and Para Planning, Share Trading, Portfolio Maintenance, Client Services as well as assisting with Technical Queries.

                           STRATHALBYN - 2 Alfred Pl

                                                  Garry Ashworth

                                   Authorised Representative - ASIC# 321394
Garry has a very diverse background in finance, holding a Bachelor in Commerce, studied Economics for a number of years and has a background in Accounting. He joins Merlea Investments as a qualified Financial Planner with CPA Accreditation, specializing in Financial Services.

                                         Kerry Forbes

                                            Administration / Office Support
Kerry is responsible for office support and administration within the Strathalbyn office.  She has an extensive background in customer service and administration, as well as a background in banking and finance.

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.