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Meritum Financial Group was founded in Victoria in 2004 and has a national footprint. 

As part of the MLC and NAB networks, our authorised representatives have access to extensive resources, outstanding expertise and the most up to date and high quality advice. Meritum is a wholly owned subsidiary of the National Australia Bank Group of Companies.

Our approach

We’re committed to creating immediate and long-term value for our clients through personalised financial planning, wealth creation and wealth preservation strategies that provide flexibility as your goals and needs change over time.

The Approved Product List is a list of products that have undergone due diligence by research professionals.

Meritum advisers can recommend products from the APL knowing that they stand up well in comparison to other products in the market, having successfully passed through a stringent upfront review process and ongoing monitoring.

Our adviser network

Our advisers are highly skilled and experienced financial planning professionals with a long-term outlook. We build meaningful, professional relationships with our clients over time, working with you through all environments.

Being part of the MLC and NAB networks, Meritum advisers can draw on the technical resources and expertise of these financial market leaders.

Meet our leadership team:

  • With over 25 years’ experience in the financial services industry, Stephen has held a range of key senior executive roles in both large and boutique client facing businesses. His responsibilities and experience have been within Advice and Product distribution at strategic and tactical levels with financial advisory, accountancy firms and their clients.

    Prior to joining the Meritum Financial Group and NAB/MLC Stephen held the position of Chief Executive Officer with Keystone Partnership Pty Ltd a boutique AFSL as well as General Manager positions with Centrepoint Alliance (Professional Investment Services) and Suncorp Life where he managed Financial Planning Networks and led high performing teams.

    He holds qualifications that include a Diploma of Financial Markets (FINSIA), Advanced Diploma of Financial Services (Financial Planning) and Company Director’s Course (AICD). Stephen is a Senior Associate of FINSIA, and a member of the Australian Institute of Company Directors, Association of Financial Advisers and Financial Planning Association.

  • Wesley has been in the Financial Services industry for over 15 years with vast experience in many areas including compliance, licensee management, advice, operations and software.

    Wesley has worked in both large and small institution gaining experience in several areas within Aviva Australia before moving to a small advice practice under RI advice. He started at Meritum in 2011 and has gained great insight into the group over that time.

    He holds the qualification of Bachelor of Business (Financial Risk Management) and is RG146 compliant