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

Perks Private Wealth Pty Ltd


Company Perks Private Wealth Pty LtdProfessional Practice
Address 8/81 Flinders Street
Adelaide, SA 5000
Phone (08) 7120 9300
Website perks.com.au

I have over 15 years’ experience in accounting and financial planning with particular experience in superannuation and planning for retirement. With particular experience with professionals utilising Self Managed Super Funds.I work with clients to help achieve their financial and lifestyle goals providing tailored advice on managed investments, direct equities, risk insurance and superannuation. I believe strongly in the client comes first and working closely with clients to provide timely and appropriate financial planning advice. As a member of the Financial Planning Association of Australia, I am committed and bound by the highest ethical standards in financial planning and the pursuit of ongoing education. My skills are particularly appropriate for clients seeking professional advice in the area of financial planning, risk and wealth management advice and self managed superannuation funds.

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