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Who is MWM?

Our Financial Planners are authorised representatives of one of Australia ‘s fastest growing financial services group, Meritum Financial Group Pty Ltd (ABN 93 106 888 215). Men-turn Financial Group is an Australian Financial Services Licensee – No. 245569, granted by the Australian Secun’ties and Investment Commission (ASIC).

TERRY PANIGIRIS B.Bus, Dip FP, CFP

Executive Financial Planner Terry has been involved in Financial Services for more than 29 years, having entered the industry in 1982 as a Business Graduate. Terry holds a Bachelor of Business degree as well as the Diploma of Financial Planning. Terry has attained the highest designation in the Financial Planning industry with the professional status of Certified Financial Planner (CFP).

Terry’s focus is to develop a partnership relationship with his clients, working with them to achieve their financial goals through a holistic planning approach.

ANGELA PANIGIRIS B.Com, GdApplied Finance, Dip FP

Angie Panigiris has been in the financial services industry since 2005. She has completed her Bachelor of Commerce degree majoring in Accounting at University of Sydney and has completed her Diploma of Financial Planning and Graduate Diploma in Applied Finance. Currently, Angie is working towards the highest designation in the industry – Certified Financial Planner (CFP).

Angie started her career working for Westpac Financial Planning and has since contributed her skills and acquired knowledge towards effective strategies and client support. As a member of the CBD team, Angie’s focus is to develop relationships with clients, working with them to achieve their financial goals and objectives.

Mellick Wealth Management Team

 
 

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"Mark helped us overcome the challenges of acquiring our first home loan. With his expert advice and guidance we have gone on to purchase our second and third property with ease." -Amanda Leahy


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