Merrick has decades of experience in the financial services industry, having held positions in corporate and private banking within Australia and internationally. An original founding Partner of, and the inspiration behind, Pinnacle Wealth Management, he has spent the last 12 years managing the practice and providing solid financial guidance and mentoring to private clients.
His strong client service focus, combined with his extensive knowledge and experience of every aspect of wealth creation, supports the extraordinary success story that is Pinnacle Wealth Management.
Merrick is a well known and highly respected member of the Australian financial services industry and is an authoritative voice in the financial planning arena.
- Member of the Financial Planning Association (FPA)
- Member of the Financial Services Institute of Australasia (Finsia)
- Certified Financial Planner (CFP®)
- Diploma of Financial Planning (DipFP)
- Fellow Australian Institute of Banking and Finance (FFin)