Alex Perini

Summerhill Financial Services Pty Ltd

Platinum
10 Yrs Experience
Melbourne, VIC 3000
The achievement of financial freedom is a cornerstone to opening more doors in life. When finances are controlled and managed correctly, the impact can be profound, both personally and for those we care about. My goal is to provide clients with the tools and confidence to control their finances, so they can live life the way they want.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 34
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Summerhill Financial Services Pty Ltd

Level 1, 530 Little Collins Street
Melbourne, VIC 3000

Licensed by

Summerhill Financial Services Pty Ltd

AFSL 300038

4.95
34 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 34

Sort by

5.00

"Alex has provided considered and sensible financial advice across a range of services for many years to our family. Through his broad knowledge and experience I feel very confident that the advice given has been right for our needs. At each stage Alex clearly articulates the logic underpinning his advice and its relevance to the agreed strategy. I have no hesitation in recommending Alex to those seeking an engaging, competent and experienced financial adviser."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has been great addressing our concerns and helping us to sort out our and simplify our investments and finances. He listened to what we wanted and came back with a strategic plan that meets all our needs. We couldn’t be happier."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very personable and honest in his approach to investment and client relations. Would recommend over and over!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex is an exceptional financial adviser, who brings integrity, kindness and honesty to his work. He is a clear communicator, who is able to distill the most complex ideas into digestible explanations. We trust Alex and his advice, and know that he will go and beyond to give us his full care and attention when we need him."

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alexander has provided me with advice on superannuation, investments, modelling and dealing with insurances. Alexander has good communication skills and is very responsive to calls. I am very confident of all the advice Alexander has provided to me."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel perfectly comfortable that Alex is proactively managing my financial affairs and making recommendations based on his understanding of the goals. His advice is always clear and shows good judgement of what is best for me."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has worked with us over many years to assist us with investment and retirement planning and we have now achieved financial independence in our mid fifties, which is earlier than it would have been without input and advice from Alex. Alex is always clear in his explanation of financial and investment concepts, strategies and regulations. Through Alex's knowledge and experience, I feel very confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex is one of the most responsive and patient financial advisors you'll ever meet! He goes to great lengths to research options, identify risks and provide alternatives. He has a great skill for explaining complex information in a way that non-financially savvy people can understand. If in doubt, simply 'Ask Alex'!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a single woman entering retirement I feel Alexander has given me clear and honest advice about investments and managing my money in general. I have complete trust in him and know he diligently researches the latest financial developments.He is always prompt in replying and gives thoughtful personal attention."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has been an amazing from day one. He is so professional , knowledgeable and most importantly caring which makes him so different from others. I trust him with all my financial matters and its so great to have someone that I can talk to anytime. I highly recommended Alex!"

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 34

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
360 Advice Solutions
Completed
2011

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Holmesglen Institute (TAFE)
Completed
2007

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Alex's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Alex able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Alex's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Alex to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Alex?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Alex provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Alex may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Alex Perini
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens