For over 8 years Mervin Robert has been a noteworthy adviser in the financial planning space. Mervin has been an employee of PAC Financial since 2015, he is experienced in superannuation, wealth protection (Life, TPD, Trauma and Income Protection Insurance), savings and debt management advice. Driven by his commitment to his clients, he takes pride in providing the best possible advice to meet his client’s goals.
In his spare time Mervin likes to try, not always succeeding, to keep healthy by going to the gym early mornings and in general living a healthy lifestyle. Mervin is passionate about his family who are the most important thing to him.
As a financial planner, Mervin is a member of the Association of Financial Advisers (AFA) and continually grows his knowledge of the financial planning industry.
Diploma of Financial Planning
Registered Tax (Financial) adviser
Mervin has met the Financial Adviser Standards and Ethics Authority Exam Standard in accordance with Section 921B of the Corporations Act 2001 and is enrolled in the Graduate Diploma of Financial Planning, and has completed the following subjects:
Mervin specialises in the following areas of financial planning:
Superannuation & Retirement Planning
Personal Risk Insurance
Savings & Investment
Budgeting and Cashflow Management