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Claus Merk

Claus Merck

Financial Planner

Qualifications

  • Certified Financial Planner, CFP®
  • Master of Business in Finance
  • Master of Business Administration (MBA). Sub major: Funds Management.
  • Bachelor of Commerce

I am passionate and committed to building long-term relationships with my clients, providing them with advice and a personal ongoing service and support.

After previously having worked as a stockbroker and as a derivatives dealer, Claus started his Financial Planning career in Sydney in 2001. He transferred to Canberra in 2002 into a Senior Financial Planner role within Priority Banking, Corporate Banking and Business Banking.

From 2010 and until joining StatePlus at the end of 2018, Claus managed a local Canberra wealth management firm, helping individuals and families in Canberra build and protect their wealth with a focus on Retirement Planning and the ongoing funding of their life style in a happy retirement.