Simon Wotherspoon and Peta Nunn Named Among Australia’s Top 150 Financial Advisers 2025

We are proud to announce that Simon Wotherspoon, Director and Head of Perks Private Wealth, and Peta Nunn, Director, Perks Private Wealth, have been recognised for the second consecutive year in Barron’s prestigious list of Australia’s Top 150 Financial Advisers, published by The Australian. In the 2025 rankings, Simon achieved an outstanding position at #136, reaffirming his leadership and expertise in delivering exceptional wealth management strategies. Peta secured #145, continuing her remarkable run as the only female adviser from South Australia featured on the list, breaking barriers in the industry and highlighting her influence and commitment to driving change.

About the Barron’s Top 150 Financial Advisers List

The Barron’s Top 150 list is a nationally respected benchmark developed in collaboration with The Australian. It identifies Australia’s leading financial advisers based on rigorous criteria, including client assets under management, fees and revenue generated, and business quality and structure. These measures provide a comprehensive view of the calibre of advice, the strength of the practice, and the qualifications and experience of the advisers featured.

A Message from Our CEO, James Black

James Black, CEO of Perks, shared his congratulations: “To be recognised on this list for two consecutive years is an extraordinary achievement. Simon’s strong ranking reflects his depth of expertise and the trust he has built with clients, while Peta’s continued presence as the only female adviser from South Australia, is a powerful testament to her leadership and impact. We are proud to see them represent Perks and our state on a national stage.”

James added, “This success is not just about individual excellence; it’s about the strength of the entire Perks Private Wealth team. It underscores the sophisticated, tailored advice we deliver and the collaborative culture that drives our results.”