Rom Perera

Helping people is what I love to do and forms one of my core values. I believe the purpose for living is not just living it but finding the courage to live it for a reason. WHY I have chosen to do WHAT I do for my career is because I love helping people to pursue what's important to them and not be restricted by their finances thinking how much they should have or how much they should earn to live. By using my extensive experience in financial planning, finance, banking, accounting and legal services, I wish to HELP people by understanding and being empathetic towards what's important to them and their reason for living. These reasons form the foundation to the step-by-step professional and strategic financial plan which is easy to follow and workable.

We live in a complex and regulated financial environment. In order to understand the finance industry, I have obtained a Masters Degree in Banking and Finance from Monash University, the Certified Financial Planning (CFP), Advance Diploma in Business Administration and Diploma in Financial Services. Additionally, I have obtained specialised qualifications to provide advice in Investments, Self-Managed Super(SMSF) and Debt.

If you are looking for,

• Life-long advice or to meet a specific goal.
• Invest in a holistic tax effective manner
• Diversify your assets
• Pass your assets to the next generation in a tax effective way
• Protect your assets and loved ones financially
• Like saving for a house and need help to put the right strategies in place.
• Reduce debt and your repayments
• Get any government assistance you're entitled to.
• Make the most of your money and feel more in control of your finances and your life.
• Avoid expensive mistakes

It's time we connect.