We are a financial advisory firm that works closely with progressive accounting firms and their clients throughout metropolitan Sydney. We also service clients in select regional areas of NSW.
Why did we come into the office today?
We exist to help you successfully deal with your financial planning, investment, and insurance needs.
Our objective is to provide you with well-researched and straightforward advice that will assist you with making sound financial decisions. Our aim is to ensure that the decisions you make have a positive impact on your most precious assets – your family, your business, and your future.
We focus on what we do best, and so does your accountant.
Your accountant gets it. They understand that leaving the advising and planning to us means they can keep focusing on what they do best – looking after your assets.
Together, as a team with individual and specialist knowledge and skills, we focus on you and 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 help you through the planning process.
You, your family,
your business, your future.
Our aim is to ensure that the decisions you make
have a positive impact on your most precious assets.
Managing Director / Financial Planner
Meet Jim Mills
Dip FP (FS) Managing Director 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 of 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 collaboration with clients’ accountants.
He will work closely with your accountant to ensure all strategy is aligned with your financial journey – we have found that our clients 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.
Senior Financial Adviser / Director
Adv Dip FP Senior Financial Adviser/Director ASIC ID: 1003675
Kevin Shen is a senior financial adviser and director at Merit Planning Hills. His experience ranges 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 among his clients as being focused on delivering better outcomes consistently.
General Manager / Director
Meet Sarah Mills
Dip FP (FS) General Manager/Director ASIC ID: 378390
Sarah Mills is the general manager and director of Merit Planning Hills – she has over 15 years of 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 clients their rightful entitlements.
Sarah is also instrumental in the overall management of Merit Planning Hills’ business operations, ensuring our service and processes remain relevant and innovative.
Meet the Rest of Team
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.
Anouchka Randell is the personification of what Merit Planning Hills represents – commitment, quality hard work, and loyalty to all our client outcomes.
Anouchka is Merit Planning Hills’ practice manager and has been the secret to this firm’s success over the last four years. Anouchka manages and engineers our client experience from beginning to end, and is instrumental in the ongoing relationship we have with our clients.
Anouchka is passionate about excellence in business and is continuously looking for ways to further Merit Planning Hills by implementing best practices in everything that we do.
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.
Retirement Planning & Aged Care Specialist
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 manifests in amazing results for people aiming to achieve their financial goals.
He is also an amazing fountain of knowledge for 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.
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. As our Administration Consultant, she is responsible for the day-to-day servicing of client queries and manages the administration requirements that arise 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 charitable giving. At Merit Planning, we celebrate every client interaction by giving on your behalf to charitable projects all over the globe via B1G1.
Finding Tony Hawkins and hiring him to help us work out our Retirement Plan was one of the best things we ever did in our life. We approached three other financial advisors who all could not help us and yet Tony Hawkins could see straight away what others could not and a way forward that he could help us with every step of the way.
We can’t say enough about the team at BACE Financial. Tony Hawkins and his very professional support in Melissa Wishart are just a credit to their business. I have been particularly impressed with the attention and time offered to us in the administration of our Financial package over the last 2.5 years. Having my retirement coming faster than I ever imagined, Tony has been a rock with support, opportunities and solutions for my next phase of my life. We have absolutely no problem recommending Tony and the team.
Tony was the guiding hand in dealing with our Insurance Claims, gave us advice and helped handle the claims until we were able to have not one but two of our insurance policies be approved for payouts. Tony and Melissa have been through so much with us now that we feel like they are family. We can never thank them enough for what they have done for us.xt
We were introduced to Tony Hawkins from BACE Financial through our Accountant, and we have developed a strong working relationship with him. Tony has given us sound financial advice and we have appreciated Tony’s attention to detail and his professional attitude. He is extremely knowledgeable in all matters pertaining to Finance. He is a good listener and wants to get the foremost outcome for you. He has substantial knowledge of many different Financial Products. He knows what to get involved in and explains why. He makes you feel like he is interested and concerned about your finances and getting the best results financially for you. Tony and his staff are readily accessible, they always make you feel important and we would not hesitate in recommending Tony Hawkins
Tony and his team have been extremely helpful in all of my financial decisions. Their knowledge & experience have allowed them to guide me in some very crucial times and the outcomes of their strategic advice have ensured the sustainability of my finances. The results have been second to none and I couldn’t be happier.