We are a financial advisory firm who work closely with progressive accounting firms and their clients in Sydney's Eastern Suburbs.
Why did we come into the office today?
We exist to assist you in successfully dealing with your financial planning, investment and insurance needs, with a specialist interest and expertise in Self Managed Super Funds.
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
The Merit East team are also supported by the financial services professionals at Merit Wealth, backed by a wealth of 'best of breed' industry know-how and resources.
Meet Chris Burge & Darren Howard
As a team, we provide strategic investment advice and
tailor unique SMSF solutions to meet the different needs and objectives of our clients and to deliver superior financial results .
BA Grad Dip FP CFP
ASIC Adviser ID 1004502
Chris Burge is a certified financial planner with more than 15 years’ experience in the financial services industry.
During this time Chris 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 including philanthropic foundations.
Chris holds a Bachelor of Arts (Psychology), a Graduate Diploma in Financial Planning from FINSIA, a certificate in SMSFs from Adelaide University and is a practicing member of the Financial Planning Association.
BA (EC) F Fin Grad Dip FP SSA
ASIC Adviser ID 1004473
Darren Howard has been working in financial markets since 1988.
He is an expert in SMSF technical and investment strategies, ensuring members extract the maximum benefits and efficiencies from their fund.
Darren holds a Bachelor of Arts (Economics) from UNSW, Graduate Diplomas in both Applied Finance and Investment and Financial Planning from FINSIA. He is a fellow of FINSIA and a qualified SMSF Specialist Adviser with the SMSF Association of Australia.