Greg Perks, a key figure in SA’s accounting and financial services industries, has decided after 28 years to step aside from the day-to-day overall management of our company, leaving his long-term position as Group Managing Director to focus on his other role as leader of our Wealth Management Division.

Greg retains his directorship within Perks & Associates as a shareholder of our company that he co-founded in 1981, and his seat on the Board.

Mark Roderick, leader of Perks Accounting Division for the past four years, is the new Group Managing Director. Huge congratulations to Mark!

The management change will allow Greg to give greater focus to the Perks Wealth Management business to continue it’s strong growth, while supporting Mark as needed.

“The change is all about driving Perks into our next major growth phase and Mark was the natural choice to take over as Group MD. He has been assisting me in that role for several years and has been a Director at Perks for 14 years. Mark has the 100 per cent support of everyone within the organisation,” Greg said.

For Mark, his new challenge has two key elements.

“We have plans to grow the entire business, the fact that we have an integrated business services model - chartered accounting, finance, audit as well as wealth management – sets us apart from our competitors.  It is important our growth model focuses on all of these areas, so I have to make that happen,” he said.

“It’s an exciting time, the business is doing well and we are ready to take that next step.

“But we never want to become some faceless enterprise. We’re very proud of the one-on-one personal service that we deliver, and it’s essential that we maintain all the positives which have brought us so far.”

and...

Three New Perks Directors
 

Peter Edmonds Director, PWM	Damon Hammond Director, CA	Anita Allan Director, CA

Congratulations to Peter Edmonds, Damon Hammond and Anita Allan on recently being appointed as Perks Equity Directors.

Anita and Damon are both Directors of Chartered Accounting and Peter is a Director of Perks Wealth Management and heads up our Personal Insurance division.

We are proud to have another three talented professionals as Directors of Perks.