Greg Perks

Perks Investment Committee, Perks Private Wealth

Greg Perks

Greg Perks sits on the Perks Private Wealth Investment Committee and continues to mentor the emerging leaders of Perks. 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.

Greg’s comprehensive experience and keen business acumen led him to establish Perks Private Wealth in 2000, born out of the respected Chartered Accounting business he’d grown since 1981. As an early pioneer in the boutique wealth management space, and wary of vested interests, Greg’s vision and passion for professional, client-centric advice ensured Perks Private Wealth always operated under our own Australian Financial Services License (AFSL). As a self-licensed Private Wealth firm, we’re not owned by a bank or institution. Ultimately, we give the advice we’d like to receive.

Greg is greatly respected in the South Australian business community and his passion for commercial property has allowed Perks Private Wealth to uniquely position itself with a comprehensive wealth solution for high-net-worth families and individuals; strategic wealth planning, direct share portfolios as well as private asset deals, traditionally the domain of institutions.

With such a wealth of experience, Greg’s influence on the Perks Private Wealth Investment Committee drives much of the basis upon which our adviser provide investment advice. His strong connections and business savvy provide the Investment Committee with a sound basis to assess the best global investment opportunities we can find.

Qualifications & Associations:

  • 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.

Please fill out the form below to make an appointment or request more information.

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