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.
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.
Mervin has always exceeded our expectations on the advice that he provides. He is proactive, trustworthy and always willing to help in any way that he can.
Mervin is always punctual with returning calls and providing me with relevant information and options to suit our needs.
Mervin has been exceptionally helpful to my partner and I since we joined PAC Financial 5 years ago. The knowledge and customer service he has provided over the years has been outstanding. He is friendly, professional, and reassuring to someone if your are seeking advice on financial planning, super, etc. I strongly recommend going through Merv at Pac Financial... You won't be disappointed.
Merv is fantastic, he explains everything very clearly and is extremely thorough in getting your needs sorted. I highly recommend him to anyone who needs financial advice.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2015
- Years of experience 7
- Diploma of Financial Planning (1-8)
PAC FinancialSuite 1, 21 Grand Plaza Dr
Browns Plains, QLD 4118
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call