Anthony Perree
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Anthony Perree is an ASIC-registered financial adviser based in Oakleigh, Victoria, dedicated to helping clients achieve their financial goals. With a Bachelor of Economics from Monash University (1990) and specialized training in Margin Lending & Geared Investments from Kaplan Professional (2010), Anthony brings a wealth of knowledge and experience to his practice. As a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and a Certified Financial Planner with the Financial Planning Association (FPA), Anthony adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. These include superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Anthony provides expert guidance in the following areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Anthony today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Anthony Perree offer?
Anthony Perree provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, and investments. He can help you with everything from setting up a superannuation fund to creating a comprehensive retirement plan.
What are Anthony Perree's qualifications and professional memberships?
Anthony holds a Bachelor of Economics from Monash University and specialized training in Margin Lending & Geared Investments from Kaplan Professional. He is a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and a Certified Financial Planner with the Financial Planning Association (FPA).
What can I expect during my first meeting with Anthony?
During your first meeting, Anthony will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How does Anthony Perree stay up-to-date with the latest financial regulations and industry trends?
As a member of several professional organizations and through ongoing professional development, Anthony continuously updates his knowledge of financial regulations and industry trends to provide the best possible advice.
How do I get started with financial planning with Anthony Perree?
Simply contact Anthony to schedule an initial consultation. This meeting will allow you to discuss your financial goals and determine if Anthony's services are the right fit for you.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.