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 – ASIC# 1270138
James is a key contact for our both our financial planning clients and adviser groups. He prepares and implements financial plans to help our clients meet their long term goals. He also assists the financial advisers who subscribe to our portfolio services, meet the investment needs of their own clients. James holds a Bachelor of Applied Finance and an Advanced Diploma in Financial Planning. He is currently studying towards his CFP designation through the Financial Planning Association of Australia. James has been in the Financial Planning industry since 2010.
Jodie will be your first point of contact should you call or visit our North Adelaide office. She is responsible for the day to day operations and appointments. Her responsibilities include reception, administration and accounts. Jodie has over 19 years experience in all areas of office operations.
Client Service Officer
Tessa is responsible in the production of review reports, database management, account set up/maintenance and all administration enquiries. Tessa has been in the financial planning industry since 2007 and is currently studying towards her Diploma in Financial Planning.
Michelle provides general office support, assisting with a broad range of administrative and clerical duties.
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.
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.
Sydney CBD— (New South Wales)
Authorised Representative - ASIC#1265587
Regis is responsible for the technology solution we use to efficiently implement investment recommendations for our clients.
He holds a Masters of Engineering and a Diploma of Financial Planning. Regis has over 20 years experience in financial services and has worked with MLC, Centrepoint Alliance, Australian Super, QSuper, AMP, Commonwealth Bank, National Australia Bank, Australian Securities Exchange and Macquarie Bank.