For over 9 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 and in general living a healthy lifestyle. Mervin is passionate about his family and outside of work they 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 in the financial planning industry.
Expertise
My fees
The cost of providing a financial product or service to you will depend on the nature and complexity of the advice, financial product and/or service provided. However, we offer an initial consultation at our expense, to get to know you and to identify how we can partner with you to help you meet your goals.
At our initial consultation, we will explain how we operate, what you can expect and our payment options. We will always agree on the level of our charges and your payment options before proceeding with any work. Our Letter of Engagement will confirm the fee and specific services to be provided.
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 4
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
PAC Financial
Suite 1, 21 Grand Plaza DrBrowns Plains, QLD 4118
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
PAC Financial
AFSL 534310