We are a financial advisory firm who work closely with progressive accounting firms and their clients in Sydney.
Why did we come into the office today?
We exist to assist you in successfully dealing with your financial planning, investment and insurance needs.
Our objective is to provide you with informed, well researched, clear and straight forward advice that will assist you in making sound financial decisions.
Our aim is to ensure that the decisions that you will make have a positive impact on your most precious assets - You, your family, your business, your future.
We focus on what we do best, and so does your accountant
Your accountant is one of the clever ones, who understand the importance of focusing on what you do best and partnering with trusted advisers to do what they do best.
Together, as a team with individual and specialist knowledge and skills, we focus on you, your individual circumstances, objectives and dreams. We take a 'holistic' view of your world, and work with you to ensure that all bases are covered.
Integration is the Key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process. Your accountant will work with us to bring these elements together and to assist you through the planning process
Also in our corner are the professional support team from Merit Wealth, backed by a wealth of 'best of breed' industry know-how and resources.
Meet the Team
Jim Mills Dip FP (FS)
ASIC ID: 416822
Jim Mills is the Managing Director at Merit Planning Hills - he is a recognised expert in the advice field and has over 20 years experience in the financial services industry.
Jim is passionate about connecting with his clients and is a firm believer that financial services are best delivered in conjunction with our client's accountants.
Jim will work very closely with your accountant to ensure all strategy is in line with your complete financial journey - we have found over the years that our client's always do better when we work together!
Jim specialises in the SMSF and investment strategy space and has a track record of ensuring clients get on track and stay on track.
Kevin Shen Adv Dip FP
ASIC ID: 1003675
Kevin Shen is Senior Financial Adviser and Director at Merit Planning Hills. He has had a range of experience from boutique financial planning to retail and investment banking.
Kevin's passion revolves around the provision of goals based financial advice to families, businesses and individuals.
He is well known across the Financial Planning industry due to his 10 years of specialisation in wealth creation and retirement planning.
Kevin is known amongst his clients as being focused around delivering better outcomes consistently.
Grad Dip FP
Senior Financial Adviser
ASIC ID: 1004502
Wayne Collis is a certified financial planner with more than 20 years’ experience in the financial services industry.
During this time Wayne has worked in a variety of advisory and managerial roles in financial planning and wealth management specialising in structural, strategic, insurance and investment advice for self-managed super fund and trust clients
Wayne holds a Graduate Diploma in Financial Planning from Deakin University and is a practicing member of the Financial Planning Association.
Sarah Mills Dip FP (FS)
ASIC ID: 378390
Sarah Mills is the General Manager and Director of Merit Planning Hills - she has over 15 years financial services experience. Sarah specialises in family group advice and estate planning.
Sarah is passionate about ensuring our clients are fairly represented in the Life Insurance claims space and has a track record of getting our client's their rightful entitlements, fighting for our clients when they need us the most.
Sarah is also instrumental in the overall management of Merit Planning Hills' business operations - ensuring our service and processes remain relevant and innovative.
Anouchka Randell is the personification of what Merit Planning Hills represents - commitment, quality hard work and loyalty to all of our client outcomes.
Anouchka is Merit Planning Hills' Practice manager and has been the secret to this firms success over the last 4 years. Anouchka manages and engineers our client experience from beginning to end and is instrumental in the ongoing relationship we have our clients. Anouchka is passionate about excellence in business and is continuously looking for ways to further Merit Planning Hills by implementing worlds best practice in everything that we do.
Tony Hale Dip FP (FS)
Senior Financial Adviser
ASIC ID: 425133
Tony Hale is an amazing resource at Merit Planning Hills with over 40 years industry experience.
Tony is loved by his clients and by this office - his care for client outcomes is represented with his amazing results in helping people achieve their financial goals.
Tony specialises in retirement planning and aged care. He is also an amazing fountain of knowledge with all things Centrelink having spent over 32 years as a senior technical services manager there.
With Tony guiding you to the finish line you really are in amazing hands.
Customer Service Consultant
Jen Farquar is Merit Planning Hills' Customer Service Consultant- she comes with an accounting background and is responsible for assisting our Operations department with customer service and administration management.
Jen is a very special addition to our team - a young professional in touch with current client issues, she represents the future of advice. She is passionate about interacting with our clients and being a part of their financial journey to success.
Marilyn Boulos is Merit Planning Hills' Paraplanner - she comes from a strong financial planning background and is responsible for the preparation of advice documents for our clients.
Marilyn is extremely passionate about putting our clients in the best financial position possible. She is a detail oriented person and applies herself with the utmost diligence to every advice document she prepares.
Cheryl Ayre is one of Merit Planning Hills' stars - she is our Administration Consultant and is responsible for the day to day servicing of client queries and manages the administration requirements that comes from strategy advice. Cheryl will help you navigate through the complexity of advice administration and make sure your experience is a positive one.
Cheryl is passionate about helping others - she is also responsible for our Business Giving. At Merit Planning - we celebrate every client interaction and success by giving on your behalf to charitable projects all over the globe via B1G1.