Peta Nunn
Director
Perks Private Wealth
Intro
Meet Peta
Peta works with individuals, families and business owners who want clarity and confidence in their financial decisions. With more than 25 years’ experience in financial planning, she helps clients cut through complexity and build strategies that stand up over time, adapting as priorities, circumstances and markets change.
Clients value Peta’s calm, considered approach and her ability to translate technical insight into practical direction. She takes the time to understand what matters most, ensuring financial plans are personal, purposeful and designed to support long-term goals.
Leadership & Contribution
As a Director of Perks Private Wealth, Peta plays a key role in shaping the quality and consistency of advice delivered to clients. She brings a hands-on leadership style that balances trust with clear expectations, supporting advisers to develop confidence, judgement and strong client communication while maintaining high professional standards.
Through structured mentoring and ongoing feedback, Peta helps advisers progress from observation to leading client relationships and building their own client base. Her focus on capability development and succession ensures clients benefit from continuity, depth and well-rounded advice, both now and over the long-term.
Beyond the numbers
Peta’s advice has been recognised nationally, with inclusion in Barron’s Top 150 Advisers lists in 2024 and 2025. She was the only female adviser in South Australia named in the ranking, reflecting her consistent focus on client outcomes, professional standards and leadership within the industry.
She brings a strong education and community perspective to her work, having previously served as a Loreto College Board Member, as well as a Board member for Hutt Street Centre Foundation.
Beyond these roles, Peta is actively involved in advancing financial literacy through professional speaking, advisory forums and community initiatives.