Eddie has worked in wealth management for over 20 years and has held numerous roles in financial planning and product management – incorporating funds management, life and group risk insurance and corporate superannuation. In addition, he has also held a number of senior leadership positions in two of Australia’s larger financial planning businesses.
Eddie is a Director of Perks Wealth Management specialising in insurance. His role is to assist clients with both their personal and business risk insurance needs. As a Representative of Perks Wealth Management Pty Ltd, Eddie is authorised to advise in numerous key areas including business succession and key person planning, debt protection, income protection insurance and business overhead insurance. In addition, he provides expert advice in the areas of life insurance protection, permanent disability insurance and trauma insurance.
Eddie is passionate about people. His straight-forward communication style, coupled with his vast experience and genuine concern for each client’s needs, ensures that his clients not only clearly understand their risk insurance requirements but most importantly are confident in knowing that recommendations made are specifically tailored with their unique needs in mind, now and into the future. Eddie’s strong industry experience coupled with his natural enthusiasm ensures that each client’s needs are at the forefront of every risk protection strategy he puts forward.
Eddie enjoys the challenge that comes with helping people across a wide array of risk protection scenarios. He prides himself on getting the job done well and employs a dynamic approach to each client’s individual scenario. He is proud to be part of the team at Perks – a firm held in high regard in the local community and acknowledged as a firm that above all else values genuine and ongoing relationships.
Eddie ensures that his clients not only clearly understand their risk insurance requirements, but importantly are confident in knowing that recommendations made are specifically tailored with their unique needs in mind, now and into the future.
Qualifications & Associations
- Bachelor Degree, Economics
- Graduate Diploma in Financial Planning
- Life Risk Specialist® and Senior Associate of the Financial Services Institute of Australasia (FINSIA)
- Sits on the Life Risk Adviser Board for financial services provider One Path SA
Eddie as an individual
If you weren’t an insurance adviser what would you like to be: A (successful!) professional golfer.
Outside of work: I enjoy relaxing and spending time with my family and friends. As a family we go camping a couple of times per year, with most weekends full of kids sport. I do try and stay fit by bike riding, playing golf and participating in a “boot camp” a couple of times per week, however my love of good food and wine makes this challenging! I love completing DIY projects around our home and wonder if I would have made a good builder in another life? My wife and I enjoy socialising and going on short holidays that give us the time to relax. Lastly, I am somewhat of a ‘cricket tragic’ and love watching cricket whether live at the Adelaide Oval with my son, or elsewhere.
If you were stranded on a desert island what 2 items would you take: A sand-wedge and a golf ball! (I need the practise!)