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Stephen Merlicek
Director/Board Member at
WCM GLOBAL GROWTH LIMITED
Net worth: 495 013 $ as of 30/05/2026
Profile
Stephen Merlicek is currently the Chairman at Activus Investment Advisors, Infrastructure Partners Investment Fund, The Walter & Eliza Hall Institute of Medical Research, and AvSuper Pty Ltd. He is also an Independent Non-Executive Director at WCM Global Growth Ltd. Previously, he served as the Chief Investment Officer at Insignia Financial Ltd., Telstra Super Pty Ltd., and United Funds Management Ltd. Mr. Merlicek holds a graduate degree from the University of Melbourne and an undergraduate degree from Monash University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 23/03/2026 | 362,103 ( 0.13% ) | 495 013 $ | 30/05/2026 |
Stephen Merlicek active positions
| Companies | Position | Start |
|---|---|---|
| WCM GLOBAL GROWTH LIMITED | Director/Board Member | 26/04/2017 |
Activus Investment Advisors | Chairman | - |
Infrastructure Partners Investment Fund | Chairman | - |
AvSuper Pty Ltd.
 AvSuper Pty Ltd. Investment ManagersFinance Provides investment advice | Director/Board Member | - |
The Walter & Eliza Hall Institute of Medical Research
 The Walter & Eliza Hall Institute of Medical Research Miscellaneous Commercial ServicesCommercial Services Provides medical research services | Director/Board Member | - |
Former positions of Stephen Merlicek
| Companies | Position | End |
|---|---|---|
| INSIGNIA FINANCIAL | Chief Investment Officer | 31/12/2017 |
Telstra Super Pty Ltd.
 Telstra Super Pty Ltd. Investment ManagersFinance Telstra Super uses a combination of in-house expertise along with a range of carefully selected professional advisers to manage their fund. The firm also works with a range of suppliers, investment managers and advisers. | Chief Investment Officer | - |
United Funds Management Ltd.
 United Funds Management Ltd. Investment ManagersFinance United is an active multi-manager which provides investors with access to a range of 'blended' portfolios of leading fund managers in each asset class, aiming to provide above median performance at below median risk. The firm's in-house Investment Team determines strategic and tactical asset allocation against predetermined benchmarks and selects fund managers based on their investment style and process, consistency in applying their investment style and process, proficiency and experience of their investment team, past performance, potential to add value over the long-term and their risk/management controls. United selects investment managers with complementary styles for each asset class to reduce style or capitalization bias. For each of their diversified funds, they employ a passive asset allocation approach based on the relevant average asset allocation of the respective universe, focusing on stock selection as the key source of out-performance. | Chief Investment Officer | - |
Training of Stephen Merlicek
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
33
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
The Walter & Eliza Hall Institute of Medical Research
The Walter & Eliza Hall Institute of Medical Research Miscellaneous Commercial ServicesCommercial Services Provides medical research services | Commercial Services |
Insignia Financial Ltd.
 Insignia Financial Ltd. Investment ManagersFinance Provides financial advisory, superannuation and pension & asset management services | Finance |
University of Melbourne
 University of Melbourne Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Telstra Super Pty Ltd.
Telstra Super Pty Ltd. Investment ManagersFinance Telstra Super uses a combination of in-house expertise along with a range of carefully selected professional advisers to manage their fund. The firm also works with a range of suppliers, investment managers and advisers. | Finance |
Monash University
 Monash University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Funds Management Ltd.
United Funds Management Ltd. Investment ManagersFinance United is an active multi-manager which provides investors with access to a range of 'blended' portfolios of leading fund managers in each asset class, aiming to provide above median performance at below median risk. The firm's in-house Investment Team determines strategic and tactical asset allocation against predetermined benchmarks and selects fund managers based on their investment style and process, consistency in applying their investment style and process, proficiency and experience of their investment team, past performance, potential to add value over the long-term and their risk/management controls. United selects investment managers with complementary styles for each asset class to reduce style or capitalization bias. For each of their diversified funds, they employ a passive asset allocation approach based on the relevant average asset allocation of the respective universe, focusing on stock selection as the key source of out-performance. | Finance |
AvSuper Pty Ltd.
AvSuper Pty Ltd. Investment ManagersFinance Provides investment advice | Finance |
WCM Global Growth Ltd.
 WCM Global Growth Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Activus Investment Advisors | |
Infrastructure Partners Investment Fund |
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