Meet our panel of advisers

Mercer Wealth Solutions has over 45 financial advisers based in its financial adviser teams nationally. To find the nearest office to you, visit our office locations page.

To find out more about our online panel of advisers, simply follow the links below.

Jade Khao - Sydney
Lynda Cross - Melbourne
Tony Doyle - Parramatta
Richard Carey - Sydney
Stephen Mehrton - Newcastle
Diane Haggett - Glen Waverley
Raegan Durch - Melbourne
Janis Marsh - Adelaide
Doug Allan - Melbourne
Stephen Brereton - Perth

To make an appointment to speak with one of our financial advisers, please call 1800 633 403 (8.30am to 5.30pm AET, Monday to Friday).

Jade Khao

Jade Khao is a Senior Associate at Mercer and a Certified Financial PlannerTM. Based in our Sydney office, Jade has over 7 years experience in the Financial Services Industry.

Her qualifications include:

  • Certified Financial PlannerTM
  • Bachelor of Business
  • Diploma of Financial Planning


Jade is a member of the Financial Planning Association of Australia Limited (FPA).

Jade is able to provide financial advice in relation to deposit and payment products, superannuation and retirement savings accounts, first home saver accounts, managed investment schemes (including investor directed portfolio services) securities, government debentures, stocks and bonds, life investment and life risk products, derivatives, and general insurance products (advice only).

Download Jade’s Financial Services Guide

Jade is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, a corporate authorised representative #260851 of, and on behalf of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. Her Australian Securities and Investment Commission (ASIC) number is 316316. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Lynda Cross

Lynda Cross is a Senior Associate at Mercer, based in our Melbourne office. She has over 11 years experience in the financial services industry.

Her qualifications include:

  • Certified Financial PlannerTM
  • Diploma of Financial Planning.


Lynda is also a member of the Financial Planning Association of Australia Limited (FPA).

Lynda is able to provide financial advice in relation to deposit and payment products, superannuation and retirement savings accounts, managed investment schemes (including investor directed portfolio services, securities, government debentures, stocks and bonds, life investment and life risk products, derivatives, and general insurance products (advice only).

Download Lynda's Financial Services Guide

Lynda is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, but acts as an authorised representative of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. Her Australian Securities and Investment Commission (ASIC) number is 264429. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Tony Doyle

Tony Doyle is a Senior Associate at Mercer and a Certified Financial PlannerTM. Based in our Parramatta office, Tony has over 20 years experience in the Financial Services Industry with 9 years in an Advisory role.

His qualifications include:

  • Certified Financial PlannerTM
  • Bachelor of Economics (University of Sydney)
  • Graduate Diploma of Financial Planning (Securities Institute)


Tony is a member of the Financial Planning Association of Australia Limited (FPA).

Tony is able to provide financial advice in relation to deposit and payment products, superannuation and retirement savings accounts, first home saver accounts, managed investment schemes (including investor directed portfolio services) securities, government debentures, stocks and bonds, life investment and life risk products, derivatives, and general insurance products (advice only).

Download Tony's Financial Services Guide

Tony is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, a corporate authorised representative #260851 of, and on behalf of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. His Australian Securities and Investment Commission (ASIC) number is 304138. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Richard Carey

Richard Carey is a Principal at Mercer. Based in our Sydney office, Richard is a Chartered Accountant and Certified Financial PlannerTM who has over 20 years experience in the Banking and Financial Services Industry in Australian and overseas with several years in senior roles.

His qualifications include:

  • Bachelor of Arts


Richard is a member of the Financial Planning Association of Australia Limtied (FPA) and Institute of Chartered Accountants in Australia (ICAA). Also an Associate of the Society of Trust and Estate Practitioners (STEP).

Richard is able to provide financial advice in relation to deposit and payment products, superannuation and retirement savings accounts, managed investment schemes (including investor directed portfolio services) securities, government debentures, stocks and bonds, life investment and life risk products, derivatives, and general insurance products (advice only).

Download Richard's Financial Services Guide

Richard is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, a corporate authorised representative #260851 of, and on behalf of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. His Australian Securities and Investment Commission (ASIC) number is 290608. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Stephen Mehrton

Stephen Mehrton is a Senior Associate of Mercer and a Certified Financial PlannerTM. Based in our Newcastle office, he has over 17 years experience in the financial services industry.

His qualifications include:

  • Certified Financial PlannerTM
  • Diploma of Financial Planning


Stephen is a member of the Financial Planning Association of Australia Limited (FPA).

He is able to provide financial advice in relation to cash management trusts, superannuation and rollover products, master trusts, retail and wholesale managed investment schemes, allocated pensions and annuities, government debentures and bonds, socially responsible investments, hedge funds and personal and general insurances (advice only).

Download Stephen's Financial Services Guide

Stephen is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, but acts as an authorised representative of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. His Australian Securities and Investment Commission (ASIC) number is 297473. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Diane Haggett

Diane Haggett is a Senior Associate at Mercer and a Certified Financial PlannerTM. Based in our Glen Waverley office, Diane has over 10 years experience in the Financial Services Industry.

Her qualifications include:

  • Bachelor of Business
  • Diploma of Financial Planning


Diane is able to provide financial advice in relation to deposit and payment products, superannuation and retirement savings accounts, managed investment schemes (including investor directed portfolio services) securities, government debentures, stocks and bonds, life investment and life risk products, derivatives, and general insurance products (advice only).

Download Diane's Financial Services Guide

Diane is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, a corporate authorised representative #260851 of, and on behalf of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. Her Australian Securities and Investment Commission (ASIC) number is 264940. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Raegan Durch

Raegan Durch is a Principal of Mercer and a Certified Financial PlannerTM. Based in our Melbourne office, Raegan has over 20 years experience in the financial services industry.

His qualifications include:

  • Certified Financial Planner
  • Bachelor of Science
  • Diploma of Financial Planning 
  • Diploma of Superannuation Management


Raegan is a member of the Financial Planning Association of Australia Limited.

He is able to provide financial advice in relation to cash management trusts, superannuation and rollover products, master trusts, retail and wholesale managed investment schemes, allocated pensions and annuities, government debentures and bonds, socially responsible investments, hedge funds and personal and general insurances (advice only).

Download Raegan's Financial Services Guide

Raegan is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, but acts as an authorised representative of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. His Australian Securities and Investment Commission (ASIC) number is 309043. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Janis Marsh

Janis Marsh is a Senior Associate at Mercer and a Certified Financial PlannerTM based in our Adelaide office, with over 15 years experience in providing financial planning advice and 10 years accounting experience.

Her qualifications include:

  • Certified Financial Planner
  • Certified Practising Accountant (Fellow)
  • Bachelor of Economics   
  • Diploma in Accounting 
  • Diploma of Financial Planning 
  • Graduate Certificate in Business
  • Certificate in Management & Organisational Leadership
  • Company Directors Diploma (AICD)


Janis is a member of the Financial Planning Association of Australia Limited and CPA Australia.

She is able to provide financial advice in relation to cash management trusts, superannuation and rollover products, master trusts, retail and wholesale managed investment schemes, allocated pensions and annuities, government debentures and bonds, socially responsible investments, hedge funds and personal and general insurances (advice only).

Download Janis' Financial Services Guide

Janis is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, but acts as an authorised representative of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. Her Australian Securities and Investment Commission (ASIC) number is 276364. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Doug Allan

Doug Allan is a Principal at Mercer. Based in our Melbourne office, Doug is a Certified Practicing Account and Certified Financial PlannerTM who has over 20 years experience in the Financial Services Industry.

His qualifications include:

  • Bachelor of Education, majoring in Business Studies
  • Graduate Diploma of Accounting


Doug is able to provide financial advice in relation to deposit and payment products, superannuation and retirement savings accounts, managed investment schemes (including investor directed portfolio services) securities, government debentures, stocks and bonds, life investment and life risk products, derivatives, and general insurance products (advice only).

Download Doug's Financial Services Guide

Doug is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, a corporate authorised representative #260851 of, and on behalf of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. His Australian Securities and Investment Commission (ASIC) number is 295113. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
Stephen Brereton

Stephen Brereton is a Principal of Mercer and a Certified Financial PlannerTM. Based in our Perth office, he has over 17 years experience in the financial services industry.

His qualifications include:

  • Certified Financial PlannerTM
  • Diploma of Financial Advising 
  • Certificate of Superannuation Management


Stephen is a member of the Financial Planning Association of Australia Limited (FPA) and Financial Services Institute of Australasia (FINSIA).

He is able to provide financial advice in relation to cash management trusts, superannuation and rollover products, master trusts, retail and wholesale managed investment schemes, allocated pensions and annuities, government debentures and bonds, socially responsible investments, hedge funds and personal and general insurances (advice only).

Download Stephen's Financial Services Guide

Stephen is employed by Mercer (Australia) Pty Ltd (Mercer), ABN 32 005 315 917, but acts as an authorised representative of Mercer Investment Nominees Limited (MINL), ABN 99 004 717 533, AFSL 235906, RSE Licence Number L0000819. His Australian Securities and Investment Commission (ASIC) number is 264402. Find out more about Mercer.

To make an appointment with this adviser, please call 1800 633 403
This website is provided by Mercer (Australia) Pty Ltd (Mercer) ABN 32 005 315 917 as corporate authorised representative #260851 of, and on behalf of, Mercer Investment Nominees Limited (MINL) ABN 79 004 717 533, Australian Financial Services Licence #235906. MINL is the trustee of the Mercer Super Trust, ABN 19 905 422 981 (which includes the Corporate Superannuation, Personal Superannuation and Allocated Pension Divisions), the trustee of the Mercer Portfolio Service Superannuation Plan ABN 92 181 844 838, the responsible entity of the Mercer Portfolio Service Investment Plan and a wholly owned subsidiary of Mercer. Allocated Pensions and Transition to Retirement Allocated Pensions are provided through the Allocated Pension Division of the Mercer Super Trust. Mercer provides the Mercer Self-Managed Super Service (the Service) as a corporate authorised representative of MINL. Please refer to our Financial Services Guide. 'Mercer Wealth Solutions' and the petal logo are registered trademarks of MINL. Mercer financial advisers are authorised representative of MINL. This website contains general financial product advice which has been prepared without taking into account your personal objectives, financial situation or needs. You should consider the relevant Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service and obtain advice from a licensed, or appropriately authorised, financial adviser before making any decisions concerning any of those products or the Service. For details on obtaining a Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service refer to the website or contact 1800 633 403. © 2010 Mercer (Australia) Pty Ltd.