Insights.

Simon Hele & Perks Private Wealth – Barron’s Top 100 Advisers 2020

17/7/2020

Since 2016, The Deal and Barron's have published a list of the Top 50 Australian Advisers, showcasing the country's top wealth advisers. As of 2020, this list was expanded to the Top 100, to capture the strength of independent wealth advisory firms in the market. The achievement of being named amongst the Top 100 wealth advisers highlights the strength of the wealth advisory model that Perks Private Wealth was founded on over 20 years ago - positioning the goals and objectives of our clients at the centre of what we do and supporting this through our own Australian Financial Services Licence (AFSL).