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

Margaret, Alexandria, NSW, 55+

I have found Roger to be an outstanding financial adviser for my needs. He is extremely knowledgeable, efficient and possesses a calm and approachable personality. Always contactable, open , patient…

and proactive in providing excellent advice when required. He follows up with regular reviews and any query (small or other) is always welcomed by him. Roger has no agenda other than to ensure his clients are comfortable with the strategy and if not he has no issue in working to ensure my risk appetite aligns. He is trustworthy and oozes integrity which is rare in the industry and I would so highly recommend him to anyone.

Phil, 56 - 65 years, Narraweena, NSW

Roger has been advising me on my superannuation and retirement income strategies for over 7 years. He takes the time to get to know his clients and their specific needs and provides excellent service and advice

Vanessa, 56 - 65 years, Balgowlah Heights, NSW

Roger has helped us enormously. He restructured our insurances and helped navigate our investments for retirement. I am not financially savvy and he explains things in a way that I understand…

he has incredible communication skills – especially for me as a visual thinker. He is also very proactive and responsive. Highly recommend

Vivienne, 65+ years, Leura, NSW

Roger has been my trusted financial adviser since 2018. Roger is very approachable, patient, and really explains in plain English issues I need fuller understanding of. When it comes…

to my interests, whether that be in the area of taxation, or retirement concerns, Roger gives me piece of mind. I would highly recommend him to anyone seeking a financial adviser.

Jo, 46 - 55 years, Freshwater, NSW

Roger has been our adviser for approximately 5 years and he has been invaluable in providing advice around our investments to ensure we have retained the right mix of cash flow and capital growth…

He has also guided us through upgrading our home and restructuring our debt and investments, as well as providing clear and easy to understand information about our super and how we will need to plan for retirement. I would thoroughly recommend Roger to anyone seeking financial advice.

Paul, 56 - 65 years, Balgowlah Heights, NSW

Roger has helped us with our financial planning for many years. He always communicates the issues very clearly; he is very patient and goes out of his way to ensure that everything is well understood.

Graydon, 65+ years, Narrabeen, NSW

My involvement with Roger in the Finance Industry goes back over 20 years where I have always found him to operate with integrity and a willingness to fully understand…

a client’s requirements and strategy. He listens and does not force an unwanted strategy or unsuitable investment but is willing to offer alternative opportunities to support a client’s goals.”

Terry, 56 - 65 years, Balmain, NSW

Roger was recommended to us by a friend with 15+ years experience of dealing with him. We have used him to help simplify our retirement needs for the past few years…

In this time, we have found him to be personable, honest and knowledgeable – all the requirements needed in a financial adviser. We can highly recommend.

Carmen, Beverly Hills, NSW, 45+

Roger is professional, patient and genuinely listens and cares for my financial planning needs. He is approachable and delivers clear and easy to understand strategies and recommendations…

I am very grateful of Roger’s expertise and advice, and have full confidence that my investments are in very capable hands.

Bruce, Crows Nest NSW, 65+

Roger has been my adviser for over 5 years. His style is to understand my situation and my aims/desires; then he creates strategies accordingly. Along the way he clearly explains complex issues in a simple way…

In addition he frequently makes very worthwhile suggestions. He responds very quickly and has a wealth of knowledge making him ideal to contact for any financial issues. It’s a pleasure to recommend him.