Posted on 17/7/2020
The Top 100 list is published each year by newspaper’s The Deal magazine in collaboration with Barrons, a 99-year old American-based financial and investment news company. It is designed to showcase Australia’s leading advisers and provide those looking for advice with a guide on the country’s best. Representing the entire Perks Private Wealth team, Simon’s inclusion on this list showcases him as one of only a handful of South Australian-based advisers to feature in this year’s rankings.
This year, which marks the fourth edition of the list, Barrons and The Australian have taken a different approach, opening up the list from Top 50 to Top 100 advisers, in order to focus on showcasing more independent advisers as well as advisers in cities other than Sydney and Melbourne.
Accordingly, this year’s list was developed by assessing advisers on three key criteria:
These criteria together paint a picture of the quality of advice, the quality of the practice in which they operate and the advisers’ experience and credentials.
As Perks Managing Director Mark Roderick says, seeing Simon named as one the country’s top advisers is not only fantastic recognition of his expertise and client-focus, but is also testament to the strength of the Perks Private Wealth team and their tailored, client-centric and sophisticated wealth advisory approach.
“Simon has been an integral part of the Perks Private Wealth team for many years and has built a reputation among his clients for providing robust advice and always putting their interests first,” he says.
“Importantly, Simon’s inclusion on the list reinforces that our approach to providing tailored client-centric advice free from external influence is the most trusted and respected model of financial management in Australia.
“It’s pleasing to see that this has now been recognised nationally in such a well-respected forum.”