Alex Perini

Summerhill Financial Services Pty Ltd

Platinum

13 Yrs Experience

Melbourne, VIC 3000

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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.

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

5.00 January 2024

Alex has been very helpful in giving me financial advice and planning for my retirement. I have found him to be very helpful and professional. All documents presented were well prepared and professional. I would definitely recommend Alex and the Summerhill Financial Services.

5.00 April 2022

Alex is a fantastic adviser- he has changed my life and my partners.. He is a great communicator and takes time to explain how to help you. Highly recommended - Mick & Daria.

5.00 December 2021

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.

5.00 September 2021

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.

5.00 August 2021