One of our Partners, Roger Perrett, is recognised as one of the Top 50 Most influential Advisers in Australia by Financial Standard.
Supported by Centrepoint Alliance 797 approx. advisors and $64Bn under advice.
With over 153 Years’ of combined experience within the team, we offer tailored and proven financial solutions for you.
Roger Perrett is recognised by Financial Standard as one of the Top 50 Most Influential Advisers in Australia out of 16,000
From Centrepoint Alliance with 797 approx. Advisers & $64B under advice.
Over 25 years of expertise, offering diverse skills and proven solutions.
The challenge is, being confident that you have created enough wealth, for a long & enjoyable retirement. Here are four problems that you will be facing:
Making financial mistakes can be costly, a burden most individuals cannot afford, highlighting the need for professional financial guidance.
Please find further problems to solve.
Roger Perrett – Partner
7 Step Wealth Creation Framework
Our 7 Step Wealth Creation Framework is designed to secure your financial future. Developed over 25 years and used with hundreds of clients, all who are now enjoying a financially secure and fulfilling retirement.
We provide insights on distinguishing ‘good’ debt from ‘bad’ and advise on optimal debt management strategies. This includes evaluating interest costs and debt reduction versus making superannuation contributions.
Merran, 46 - 55 years, Spencer, NSW
Margaret, Alexandria, NSW, 55+
Joe, 56 - 65 years, Castle Hill, NSW
Phil, 56 - 65 years, Narraweena, NSW
Lisa, 56 - 65 years, Rose Bay, NSW
Vanessa, 56 - 65 years, Balgowlah Heights, NSW
Patricia, 65+ years, Hornsby, NSW
Vivienne, 65+ years, Leura, NSW
Mark, 56 - 65 years, Balmain, NSW
Jo, 46 - 55 years, Freshwater, NSW
Kathleen, 56 - 65 years, Bundanoon, NSW
Paul, 56 - 65 years, Balgowlah Heights, NSW
Graydon, 65+ years, Narrabeen, NSW
Terry, 56 - 65 years, Balmain, NSW
Carmen, Beverly Hills, NSW, 45+
Bruce, Crows Nest NSW, 65+
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FY 23 Results Presentation and Strategy Update.
As at 30/6/2023 Centrepoint has 511 advisers operate under their licenses as authorised representatives & 196 boutique AFSLs operate under their own license, representing 797 advisers 5 salaried financial advisers (page 28). FUA and value chain revenue are estimated based on internally generated assumptions FUA (page 20).