Mervin Robert

PAC Financial

Bronze
7 Yrs Experience
Browns Plains, QLD 4118

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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 5.00
  • Number of reviews 4
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

PAC Financial

Suite 1, 21 Grand Plaza Dr
Browns Plains, QLD 4118

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

PAC Financial

AFSL 534310