North Adelaide — 75 MacKinnon Parade (South Australia)
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. Brian is a member of numerous investment committees and consults to a large number of dealer groups across Australia.
To view Brian’s adviser profile please click here.
Senior Financial Adviser / Authorised Representative - ASIC# 312464
Adrian is a Certified Financial Planner (CFP®). He 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 advising and portfolio management.
Financial Adviser / Authorised Representative – ASIC# 1270138
James joined Merlea Investments in 2010 and has an extensive background in financial planning. He is a Certified Financial Planner (CFP®), holds a Bachelor of Applied Finance and an Advanced Diploma in Financial Planning.
James is a key contact for both our financial planning clients and adviser groups. He prepares and implements financial plans and is passionate about helping our clients meet their long term goals. He also assists other financial advisers who subscribe to our portfolio services, meet the investment needs of their own clients.
Client Service Officer
Tessa has been with Merlea Investments since 2009. She is responsible for a range of tasks including database/account management, client queries and all administration enquiries. Tessa currently works part time while raising her young family.
Client Service Officer
Justyna joined Merlea Investments in 2018. She has completed her Master of Finance at the University of South Australia and her Diploma of Financial Planning. Her responsibilities include the production of review reports, plan implementation, liaising with external parties and assisting our senior financial planners.
Margaretann is responsible for all financial records and administration, including accounts receivable and payable.
Strathalbyn — 2 Alfred Place (South Australia)
Authorised Representative - ASIC# 321394
Garry comes to Merlea Investments with more than 15 years’ experience working in the accounting and financial planning fields. Garry’s educational background and qualifications are extensive. He holds a Bachelor of Commerce, is a Certified Practicing Accountant (CPA) - with a specialisation in Financial Planning, and is a Certified Financial Planner (CFP®). His knowledge is accompanied by a great depth of experience and proficiency. Based in Strathalbyn, Garry provides services to a diverse range of clients spanning from Adelaide to the South East.
To view Garry’s adviser profile please click here.
Miranda — U2, Level 1, 42-44 Urunga Parade (New South Wales)
Authorised Representative - ASIC# 261155
Darren operates our Sydney Office and services clients predominately along the east coast. He is highly qualified and has over 20 years of Financial Planning experience.
Darren is a Certified Financial Planner (CFP®), holding a Diploma of Financial Planning (DFP) along with a Masters of Commerce. He is currently working towards completing a Masters of Accounting at the UNSW.
He is passionate about looking after his clients and is determined to help clients build better investment portfolios and make better and more informed financial decisions.
To view Darren’s adviser profile please click here.
Reception / Administration
Melanie has worked in our Sydney office for over 12 years and has an excellent understanding of business processes and customer needs.
Melanie serves as the first point of call for customer enquiries, has a customer centric focus and is a highly efficient and effective administrator.