The Financial Planning Association of Australia The Financial Planning Association of Australia

Roger Perrett, AFP®


Name Roger Perrett, AFP®
Company Westpac Banking Corporation
Address 17 Hill Street
Queenscliff, NSW 2096
Phone 02 82531460
Mobile 0438673918

Financial Planning for Business Owners and Executives for 13 years at Westpac.

Striving to connect with my customers to understand their needs and deliver service and solutions that exceed their expectations.

A Practicing Partner at Westpac with a team of three(3) Financial Planners, a Paraplanner and Customer Service specialist.

Numerous National Conference qualifier as well as previously being awarded Westpac Financial Planner of the Year.

Prior to Financial Planning was fortunate to win State, National and World championships in several classes in sailing.

Something comical - Flag pole maker including the poles for the Sydney Harbour Bridge while studying at University.

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