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Mervin Robert

Financial Planner

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.

Book a call with Mervin >
Qualifications and Specialities

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:

  • Estate and Succession Planning

Mervin specialises in the following areas of financial planning:

Superannuation & Retirement Planning
Personal Risk Insurance
Debt Management
Savings & Investment
Budgeting and Cashflow Management

9AM - 5PM

Monday – Friday

Here goes your What do you like most about the PAC Financial team?

PAC Financial has a resolute team that have been with the company for many years helping the advisers to successfully provide a high quality level of advice for clients from all walks of life.

What is your favourite TV show, movie, home cooked meal and take-out?

  • Suits,
  • Most things Marvel & DC for movies and series some of them are just no good but most are pretty awesome (nerd alert)
  • Carbonara with Garlic bread or Bruschetta
  • Thai food

What is something about you that people would be surprised to know?

I am a very emotional & affectionate person however I hide my emotions, sometimes a little too well, I don’t show affection as openly as most people can which is completely unintentional but I am working on it

What do you wish was more known about Financial Planning?

I wish people were more aware of the importance of receiving holistic Financial planning advice suited to the world today as 9 out of 10 people think they have a good plan, however, until they receive advice around their Goals and their plan to achieve them, they are not verified and likely require additional steps in order to achieve the desired outcomes/goals people have for retirement which is where a qualified Financial Planner can help to solidify a solid strategy that is reviewed annually to ensure you remain on track in this forever evolving world and make recommendations to get you back on track if you veer off the strategy, which may not be your fault, rather due to economic, political or regulatory changes that may impact your original strategy.

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We have been dealing with Merv for about 5 years now, and he is such a breath of fresh air. He is so passionate about the industry and you can see how much of a kick he gets out of helping you – His energy is infectious! He has really helped us implement strategies to ensure that our finances are in order for our future, and explains things in a way that we understand, when it all seems too overwhelming.

Abby Armstrong

Mervin has been exceptionally helpful to my partner and I since we joined with PAC Financial 5 years ago. The knowledge and customer service he has provided over the years have been outstanding. He is friendly, professional and reassuring to someone if you’re seeking advice on financial planning, super etc. I strongly recommend going through Merv at PAC Financial, you won’t be disappointed.

Christina Szabolcs
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1300 590 790