Greg Perks

Director, Wealth Management

Greg Perks

Greg Perks is a Director of Perks Wealth Management and Chairman of the Perks Wealth Management Investment Committee. He co-founded Perks in 1981 which has grown to become one of the largest business services practices in South Australia.

Greg Perks

About Greg.

Greg co-founded Perks in 1981 with his brother, Harry, and has since seen the firm grow to be one of the largest private accounting and wealth advisory practices in Australia.

As one of few experienced business and financial advisers nationally holding both the title of Chartered Accountant and CERTIFIED FINANCIAL PLANNER©, Greg’s unique qualifications and keen business insight have enabled him to grow Perks around the vision of a holistic partner to private businesses and high net worth individuals.

The genuine and ongoing relationships Greg enjoys with his clients, colleagues and contemporaries have seen him as a sough-after professional, adviser and mentor for over 30 years.

Greg is greatly respected in the South Australian business community for his work in providing proactive advice to business owners on the growth of their businesses whilst, at the same time, creating and building sustainable wealth in a tax- effective, risk-managed manner. Through decades of hands-on experience, Greg has developed keen expertise in the opportunities, critical risk areas and complexities that private wealth clients face. His particular passion for commercial property, asset protection, estate planning and superannuation advice have allowed him to build a comprehensive approach to wealth advisory and private wealth generation for his clients.

Greg’s ongoing dedication to holistic financial advice has also driven him to pioneer new technologies with key partners in order to deliver better, clearer financial pictures for clients. He strongly believes in the power of data-generated insights to provide increased clarity, which in turn allows clients to discover heightened financial security and success.

Qualifications & Associations:

  • CERTIFIED FINANCIAL PLANNER©
  • Bachelor of Economics
  • Graduate Diploma in Management
  • Fellow of Chartered Accountants Australia and New Zealand (CAANZ)
  • Associate of the Taxation Institute of Australia

Specialisations:

  • Wealth Management
  • Succession Planning
  • Family Office

Get in touch with Greg.

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  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global