Our advisers 

Harald Berents is MeritPlan's managing partner.  He always had an interest in the money market and after years of world travelling as a geologist, turned his interest into a career in the 1990s.  Harald has provided financial advice to clients since 1999.  He is a member of the Financial Planning Association and a specialist member of the Self-managed Superannuation Fund Professional Association of Australia (SPAA).  Harald is married with two grown daughters but he doesn't enjoy an empty nest yet: his meatballs keep attracting his girls home!  Harald specialises in:  

• Self-managed superannuation funds
• Direct equities/shares

Do you want to contact Harald, authorised representative (No. 239707) of Genesys Wealth Advisers?

Mark Corones career in investment markets began in the late 1960's where he gained valuable experience and exposure to equity markets. Mark held a position with Citibank in Sydney where he traded securities on the fixed interest desk, until returning to Brisbane in 2001. Once settled back into life in Brisbane, Mark joined Genesys Wealth Advisers and now works for MeritPlan who benefits from his wealth of investing knowledge. Mark has a Bachelor of Business (Accounting) from Queensland University of Technology as well achieving an Advanced Diploma of Financial Planning. Mark specialises in:

• Wealth building
• Investment Advising
• Retirement planning

Do you want to contact Mark, authorised representative (No. 240410) of Genesys Wealth Advisers?

• Wealth Creation
• Retirement Planning
• Debt Management
• Personal Insurances

Peter Jeffery has spent 20 years in the Australian Tea Industry gaining valuable business experience and earning a Masters Degree in Management from the University of Southern Queensland prior to joining MeritPlan in 2006. Having been a client of MeritPlan for a number of years Peter has the unique perspective as both a client and adviser which has proved useful in assisting his career change to a financial adviser. Peter has also returned to study and is currently studying another Masters degree in Financial Planning. Peter can provide advice in: 

•  Wealth Building   
•   Debt Reduction
•   Risk (Insurance) planning and
•   Tax effective schemes

Do you want to contact Peter, authorised representative (No. 324227) of Genesys Wealth Advisers?

Fred Lukowski  gained his Diploma of Financial Planning from Melbourne's Deakin University in March 1999. He also has a double Bachelors Degree in Business Management and Economics from Queensland University of Technology, is a Commissioner of Declarations and holds Certified Financial Planner (CFP®) status and has been providing financial advice since 1988. Fred gained valuable experience in all aspects of Personal Financial Planning working for some of the largest finance companies such as Citibank, Colonial and the ANZ Bank. Fred has been pivotal in conducting investment and retirement seminars to a wide selection of MeritPlan clients. Fred specialises in:

• Wealth Building 
• Risk Management (Insurance) and
• Tax Effective investments

Do you want to contact Fred, authorised representative (No. 239789) of Genesys Wealth Advisers?

Marilyn Nelson is a creative thinker, who is not only full of clever business ideas, but also happens to be great with figures. The number crunching comes from her previous life as a corporate accountant. Marilyn’s sea change in 2000 saw her train as a financial adviser and relocate to Byron Bay. Marilyn is a principal of MeritPlan and a member of the Financial Planning Association.  Marilyn can help you with:

• Wealth building
• Retirement planning
• Debt management
• Corporate superannuation
• Personal insurances
• Business insurances
• Business succession planning
• Estate planning

Do you want to contact Marilyn, authorised representative (No. 239812) of Genesys Wealth Advisers?

 
Ross Wedding owned and operated an electrical retailing business in Victoria before relocating to Queensland to pursue a career in the Financial Industry. Joining AMP. Ross developed a large client base and the skills required in applying Risk Management and Investment Strategies while delivering the legendary service he is renowned for. While at AMP, Ross studied a Diploma of Financial Planning and gained acceptance to the Financial Planning Association as aa Associate. Ross is a Principal partner of MeritPlan and was responsible for the development of MeritPlan's PIMS program, as well as some of the other financial strategies and initiatives that the company now offers. Ross continues in his role as a senior adviser with MeritPlan and has accumulated over 20 years experience delivering results to his clients. Ross specialises in:

• Wealth building
• Debt management
• Risk management

Do you want to contact Ross, authorised representative (No. 239859) of Genesys Wealth Advisers?

Our Mortgage Managers

Donna comes from the old school of banking when customers did matter.  Now she puts her experience to use as MeritPlan's lending manager, sourcing the best lending products for individual client needs.  When she's not looking at redraws and interest rates Donna is swapping meatball recipes with Harald or sourcing the freshest ingredients for her husband's latest culinary pursuits.

Do you want to contact Donna?

Ian Gerber is MeritPlan’s latest addition to the finance team. He spent more than 20 years in the banking industry, specialising in residential finance for the last 15 years. Ian is genuine and down to earth in his approach and actions, and is always striving to keep the client happy. Although now living in Brisbane, Ian often returns to the family dairy farm - for manure to feed his beloved roses.

Do you want to contact Ian?

Our client service team 

Michelle Fernando carries out PIMS reviews for clients with surnames A to L.  She also arranges finance for PIMS clients and assists clients with their cashflow management. 

Marnie Harvey is MeritPlan's office manager.  She draws on more than 20 years in the legal industry specialising in conveyancing and estates - and her rearing of two teenage boys - to keep MeritPlan Brisbane's partners in line.

Recently retired