North Adelaide — 75 MacKinnon Parade
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 independent dealer groups across Australia.
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.
Client Service Manager / Para Planner
As a Client Services Manager / Para Planner, James is a key contact for our clients and adviser groups. He is responsible for preparing and distributing financial information and is involved in the Weekly Share Instruction process. 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.
As Accounts Manager, Jodie handles all accounts payable and receivable, commissions, payroll preparation, client & company IAS & BAS and new client/adviser set-up. Jodie has over 15 years experience within all areas of accounts as well as office administration.
Tessa is responsible in the production of review reports, database management, account set up/maintenance and all administration enquiries; as well as being personal assistant to Adrian Care. Tessa has been in the financial planning industry since 2007 and is currently studying towards her Diploma in Financial Planning.
Kate is the first point of contact for Merlea Investments, with her primary roles being reception and Brian's personal assistant. Kate has worked over 4 years in similar roles bringing extensive experience in customer service and administration.
Michelle provides general office support, assisting with a broad range of administrative and clerical duties.
Strathalbyn — 2 Alfred Place
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.