Adelaide Chapter Monthly In-Person Meeting - Wed 19 November 2025 at 7.00pm (ACST)
5:30 pm: Pre-meeting Dinner - Tavern 540, 540 Port Road, Allenby Gardens - Note: This is the last time we will meet here as the Kitchen is closing.
All members and visitors are welcome to join us for dinner. No booking required. This is an opportunity to network with fellow traders.
MEETING AGENDA
7:00 - 7.05 pm Welcome and Intro
7:05 - 7:30 pm Jurij Bondaruk - Stock picking competition
Results for the Year & what a Year it has been for the group -
7:30 - 9:50 pm Brian Nash – The Great Shift: Resilience or Reckoning?
Brian will again present his highly sort after Presentation he will take around Australia on the current Risks and Opportunities in the current Macro Cycle to Adelaide ATAA Chapter Members.
Think of a Macro Overview as your Top-Down Fundamental North Star.
If any members are looking to add a Macro over lay to their TA process this is an opportunity to learn from one of Australia’s best.
BRIAN NASH - Merlea Investments is a self-licensed, boutique financial planning practice with offices in Adelaide, regional South Australia, and Tasmania. Established in 1995, we specialize in providing tailored financial planning advice for individuals across Australia using Fundamental & TA Analysis with a Macro Overlay.
As the director of Merlea Investments, Brian has overseen the company’s operations since its inception. Under his leadership, Merlea Investments provides valuable support to advisers licensed through our firm, offering guidance on technical matters, compliance, and financial planning.
A key asset to Merlea Investments is our proprietary market research software, developed under Brian’s direction. This software helps clients achieve low-risk, low-volatility outcomes while meeting targeted investment returns. Brian also consults for various Investment Committees nationwide & also supporting small and medium-sized financial planning practices. His expertise includes assisting these practices in creating an Investment Policy and tracking performance against benchmarks set by the committees.
Qualifications Brian holds a Diploma of Financial Planning from the Securities Institute.
We look forward to seeing you there!
Coffee break somewhere in the middle
9:50 pm Meeting close
Date and Time
19 November 2025, 19:00 until 21:50
Location
Education Development Centre, First Floor (Room 1.2223)
https://www.education.sa.gov.au/docs/infrastructure/edc/Education-Development-Centre-information-brochure.pdf
4 Milner St, Hindmarsh
Adelaide, SA
AUS