Roger Perrett

Partner & Founder

Executive Financial Advisor

B.Bus AFP®️️️ ADA1 SMSF

About Roger Perrett

I really enjoy creating wealth for successful high net worth professionals, wanting a great retirement lifestyle.

Results – I have been recognised by Financial Standard as a Top 50 Advisor & have been quoted in the Financial Review, Financial Standard and Money Management publications. As well as advising my own clients, I have led Advice teams for the past 15 years, including the largest Advice business in Westpac/BT Financial Group.

Insight – I have found over the past 25 years when providing financial advice, that most people are not aware of the opportunities they are missing out on & the risks they are exposed. I’m often asked, ‘Is there anything else I could be doing’?

The challenge – for people is that investing successfully is a challenge. Also, to maximise tax benefits and understand the rules is an ever-changing minefield that most people do not have the time or interest in.

Our solution – For your peace of mind, my advice follows our ‘7 Step Wealth Creation Framework’ and as a client, you will:
• Have peace of mind with complexity removed,
• Gain confidence with personalised strategies,
• Enjoy life & retirement.

Why I am Financial Advisor – I grew up competing in sailing and I love the feeling of being propelled by the wind. I also really loved the maths and creating strategies, that is needed to do well in sailing. I was initially attracted to being a financial advisor for the maths and strategy creation too. However, what I soon found, was the ability to connect and help people was the greatest satisfaction.

Reviews – Examples of what my clients say can be found at AdviserRatings.com.au, where I have been provided over forty (40) 5 star reviews.

Opportunity – I believe everyone deserves a great retirement and I would really enjoy creating a great experience for you. Relationships are important and you can contact me at any time – I will always be there for you.

To ensure I create an amazing experience, I do need to limit how many clients I can advise. As such, I often have a waiting list although currently, I have time for a few new clients and I would love to assist.

Next steps – Please phone on 0412 004 665 or email on roger@freshwaterwealth.com.au.

Personal

On the personal side, my wife and I have two great children and live on the Northern Beaches. In my spare time I love sailing with friends.

Education

  • Bachelor of Business – Finance & Marketing
  • Advanced Diploma of Financial Planning
  • Financial Advisor Standards & Ethics Authority (FASEA)
  • Self-Managed Superannuation Funds
  • Accredited Derivatives Advisor ADA 1
  • Margin lending & Geared Investments

 

Freshwater Wealth Management Pty Ltd | ABN 296 731 232 45 | Corporate Authorised Representative No. 1307016

Licensee – Alliance Wealth Pty Ltd | AFSL No. 449221 | ABN 93 161 647 007 | www.centrepointalliance.com.au/fsg/aw

Contact

Roger Perrett

Peace of Mind

Have peace of mind with complexity removed.

Gain Confidence

Gain confidence with personalised strategies.

Enjoy Life

Create wealth to enjoy.

For A Great Retirement Lifestyle