Empowered People, Empowering You
Our multidisciplinary team are a highly qualified and experienced group of individuals who empower our clients.
We Think You’ll Like Our Open-Plan Office
Our office is open plan. You won’t find any private corner offices or, crucially, the hierarchies they imply. Ours is an open environment where everyone is able to have a financial stake in the firm.
That’s important, because it means we are all working closely with each other and our Investment Committee with a common goal – servicing you, our client.
We’re all responsible, all empowered, so we pool ideas and insights to create client-specific investment solutions. Any investment objective, any risk profile, all expertly managed by one multidisciplinary team.
Meet Our Multidisciplinary Team
Andrew established Merchant Group in December 2011 post a 9 year career with one of Perth’s leading private wealth managers. Joining the industry in 1999, Andrew has been exposed to numerous market cycles and has adapted his personal views on active portfolio management combined with an awareness of risk to offer a specialized investment management service to a select group of high net worth clients. With graduate and post graduate qualifications in Business, Finance and Hospitality; he is well versed to provide customized investment solutions with a direct and transparent investment slant. Andrew was responsible for establishing OzHarvest in Western Australia – www.ozharvest.org.au where he still maintains a Board Position.
P +61 8 6277 0053
Chris is a CPA and holds a Bachelor of Business degree (Accounting) and is a Chartered Company Secretary. He has been in financial services for over 19 years and is experienced in the financial operation, governance and compliance of Managed Investment Schemes, ASX listed companies and unlisted companies. Chris has held senior positions in Finance, Corporate Secretarial and Compliance. In these roles he has been a member of senior management and participated in the due diligence and acquisition of Managed Investment Schemes, and participated in various capital raisings for Managed Investment Schemes, ASX listed Companies and unlisted Companies. Chris is responsible for the Group’s financial and compliance responsibilities.
P +61 3 8640 0301
Kerryn has over 18 years’ experience in stockbroking and financial services. Her extensive experience include roles as Dealers Assistant, Executive Assistant, Investment Advisor and Financial Advisor. Kerryn holds a Diploma of Financial Services (Financial Planning), she is also a qualified Designated Trading Representative (DTR). Kerryn is the General Manager of Merchant Group.
P +61 8 6277 0045
Ben began his career as an Accountant before moving into financial services. Prior to Merchant, Ben was an Investment Advisor at a prominent Western Australian full service advisory, stockbroking. research and investment house. His focus is on providing clients with Portfolio Management, strategic share trading advice and raising capital for emerging companies. Ben has a Bachelor of Commerce from UWA majoring in Accounting and Finance.
P +61 419 236 728
Steve Collette completed a Bachelor of Commerce (Finance) and a Bachelor of Arts (Anthropology) at the University of Melbourne in 2000. He commenced his career in finance at one of Australia’s largest diversified financial groups and has more than 15 years’ financial markets experience, working as both advisor and portfolio manager in equities and derivatives. Steve currently operates a Managed Discretionary Account service on behalf of wholesale clients. He specialises in using fundamental and technical analysis in combination with macro-economic thematics to generate absolute return irrespective of broader market conditions.
P +61 3 8640 0299
David has been in the financial services industry since 2013. Prior to joining Merchant, David was an Investment Advisor at a prominent Western Australian full service advisory and investment house. David offers a personalised view on active portfolio management with specific emphasis on strategic share trading advice and raising capital for emerging companies. David has a Bachelor of Commerce from Curtin University majoring in Finance.
P +61 8 6277 0055
Michelle Went joined Merchant in May 2013 with over 11 years’ industry experience. She has vast experience over the industry from her previous roles including registry officer, Administrator for Fund Manager, Corporate Actions officer, CHESS & Settlements officer & Assistant Manager and Options Administrator. Michelle now handles all the day to day administration for our retail clients.
P +61 8 6277 0051
Dianna De Luca
Dianna De Luca joined Merchant in October 2014 and works on a part-time basis as an Administrator. Dianna has over 14 years’ industry experience. Her previous roles include Senior Officer Custody Operations, Senior Advisor Services Representative, Client Service Administrator and Paraplanner.
P +61 8 6277 0054