Positive
Reviews above 3.0 stars
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Reviews below 3.0 stars
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Reviewer opinions
About me
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.
Authored by me:
Reviews
4.9
out of 5 starsAnna
Under 35 years old"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."
09 Jul 2020kerry
56-65 years old"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."
10 Jun 2020Brenda
46-55 years old"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. "
01 Jun 2020Gavin
56-65 years old"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. "
01 Jun 2020Caroline
56-65 years old"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'!"
31 May 2020Marina
56-65 years old"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."
30 May 2020My Expertise
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Budgeting
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Cashflow & Income
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Growing Assets
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Managing Debt
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Redundancy
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Socially Responsible Investments
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Superannuation
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Tax Strategies
Key information
- Adviser rating
- Platinum
- Years Experience
- 8 Years
- Highest qualification
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Master of Financial Planning
- Industry Memberships
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1 total
- Address
- Level 1 530 Little Collins Street
Melbourne, VIC, 3000 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Summerhill Financial Services Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Summerhill Financial Services Pty Ltd
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Licensee owned by
SUMMERHILL FINANCIAL SERVICES PTY LTD
My Qualifications
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Ethics and Professionalism in Financial Advice - Bridging Course (2019)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Certified Financial Planner (CFP) (2017)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association
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Master of Financial Planning (2016)
Level of Qualification: Level 9 - Masters Degree
Institution: Kaplan Professional
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Advanced Diploma of Financial Services (Financial Planning) (2011)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: 360 Advice Solutions
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Bachelor of Business (2007)
Level of Qualification: Level 7 - Bachelor Degree
Institution: TAFE Higher Education VIC Holmesglen
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
Certified Financial Planner
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Anna
Under 35 years old"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."
09 Jul 2020Customer opinions
kerry
56-65 years old"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."
10 Jun 2020Customer opinions
Brenda
46-55 years old"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. "
01 Jun 2020Customer opinions
Gavin
56-65 years old"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. "
01 Jun 2020Customer opinions
Caroline
56-65 years old"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'!"
31 May 2020Customer opinions
Marina
56-65 years old"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."
30 May 2020Customer opinions
Dimitri
35-45 years old"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!"
28 May 2020Customer opinions
Vicki
65+ years old"Alex has helped me in an all round financial way. He is always approachable and nothing is too much trouble for him. Alex has advised and helped me through all sorts of situations and I would have complete confidence in recommending him to family and friends."
28 May 2020Customer opinions
Matt
Under 35 years old"We’ve been a client of Alex for 5+ years now, and couldn’t be happier with the service we have received from the get go. We have absolute confidence in the advice that we receive, and are thoroughly grateful that Alex and the team take all of the stress out of making important decisions. "
27 May 2020Customer opinions
Lora
Under 35 years old"I feel very confident with the advice Alex provides my husband and I. He is always available to answer all our questions while responding quickly. I feel very safe with Alex's suggestions and they're always the right fit for us! "
27 May 2020Customer opinions
Renae
35-45 years old"Alex is extremely professional, trustworthy, knowledgeable and highly ethical. Alex is very proactive and keeps me on track with my goals and objectives. Alex manages my investment portfolio, providing regular investment & portfolio advice and maintains my insurance policies. I highly recommend Alex."
27 May 2020Customer opinions
Adeline
56-65 years old"We met Alex when he joined the Summerhill FS team in 2016. Since then we have developed a great working relationship with him. Alex responds to all our queries promptly and patiently, plus he also deals with all actions in a timely manner. We are very appreciative of his contributions to our financial affairs, and look forward to continuing our association with him."
26 May 2020Customer opinions
Katie
56-65 years old"Alex Perini gives me continual advice about my financial position and manages all aspects of my portfolio and other financial matters. He provides pragmatic advice and outlines the pros and cons of each recommendation. Being an independent adviser is very reassuring for a person in my position as I know that the advice I receive is based on his research and understanding of my needs."
26 May 2020Customer opinions
Fritz
56-65 years old"Alex is an excellent and available communicator being readily available to provide us with a greater understanding of issues and helps us stay on track to achieve our financial goals."
26 May 2020Customer opinions
Maree
56-65 years old"We have been very satisfied with all our financial dealings with Alex. He has always been responsive, friendly and professional with his advice and service as well as being just a really nice person. It is so reassuring to know that no question is a silly one and he is extremely patient and clear with his explanations as well us educating us along the way in all things financial. We enjoy our annual face to face meetings with him and look forward them. It is also great to be able to send off an email question at any time and have it answered really quickly even when it is a non-urgent matter. It is so reassuring to know we have Alex looking after us and we would have no hesitation in recommending him to our family and friends."
25 May 2020Customer opinions
Jeanne
65+ years old"Alexander has been managing my financial affairs for a number of years. I have total confidence in his ability to manage my assets, pension and superannuation, particularly in these challenging times.He is very approachable and professional and explains very clearly what transactions/changes are being made as well as why. He is proactive and is responsive to changes in legislation or financial conditions. I have no hesitation in recommending Alexander to prospective clients."
25 May 2020Customer opinions
Kevin
46-55 years old"Alex has given me advice in investment planning and insurance. My dealings with Alex has increased over recent years. He is extremely patient and thorough in his explanations. I feel very confident with his advice and assistance. Alex comes highly recommended. "
25 May 2020Customer opinions
Paul
56-65 years old"Alex's advice has always been responsive, knowledgeable and appropriate to my needs. I have always felt confident that his advice is carefully considered and based on sound investment principles. I've very comfortable with recommending Alex to family and friends."
25 May 2020Customer opinions
Chris
65+ years old"Alex has advised us for several years now in our retirement and managing our funds inside and outside of superannuation. He is highly qualified and has always been responsive, friendly and professional in his advice and service. We value his expertise and clear explanations to our queries and feel confident in acting on his advice. "
24 May 2020Customer opinions
Ross
56-65 years old"Alex's ability to explain complex financial matters and his ability to be available for face to face meetings workings for me."
24 May 2020Customer opinions
Glenn
56-65 years old""Alexander has given me advice in all areas including , Self Managed Super Funds, Retirement Aged Care and Tax. Alexander was always able to explain things to me in a clear way. Through Alexander's knowledge and experience, I feel extremely confident that the advice given was right for my needs. I usually received Alexander's full care and attention when I needed it." Alex's manner and approach to this complexity is very reassuring. I highly recommend him."
23 May 2020Customer opinions
Robert
56-65 years old"Alex has a patient and thorough style. He has advised us on investment and wealth strategies for the past three years. By applying his advice we have lowered the stress of managing our own finances significantly. "
22 May 2020Customer opinions
Russell
65+ years old"My dealings directly with Alex have increased over the last few years and during that time my confidence in him has grown enormously. His guidance, attention to detail and knowledge of my needs/lifestyle are just terrific. I feel really comfortable with my financial situation under his stewardship."
22 May 2020Customer opinions
Richard
65+ years old"Alex,has always had my bests interest at heart and is very aware of my situation.He is extremely quick to respond to my emails and very helpful"
22 May 2020Customer opinions
Glenn
46-55 years old"My wife and I have worked with Alex for almost 5 years now and in that time Alex has assisted us with complex wealth management matters. Alex has a tremendous understanding of what is takes to build wealth and future proof our assets. Alex makes himself available whenever we have needed to discuss, plan or bounce an idea. Highly recommended. "
22 May 2020Customer opinions
Randy
56-65 years old"My wife and I really appreciate Alex's expertise and time invested in managing our financial affairs. Alex works hand in hand and very well with his mentor - Caroline Bell to ensure that we have a strong, workable financial basis to support our retirement lifestyle. One of Alex's standout strengths (among many) is his accessibility and financial knowledge on all matters relevant to us from an investment and funds management perspective. He is always available, willing and able to explain his advice in layman's terms . We take great comfort in knowing our livelihood is in safe hands with Alex."
22 May 2020Customer opinions
Sean
46-55 years old"Alex has the rare ability to make you feel like you’re his only client. In each review, his recommendations are explained expertly and simply, with time to really understand the thinking in how this advice will meet our goals. He’s a big part of why I sleep well at night when it comes to retirement planning. "
22 May 2020Customer opinions
Keith
56-65 years old"Alex's advice has always been clear, well explained and sensible. My level of confidence in our financial future as we approach retirement has significantly increased through Alex's knowledge, advice, suggestions, and follow-up. I don't know how he does it, but he is always available when I need information or even for non-urgent questions. "
22 May 2020Customer opinions
Peter
56-65 years old"Alex has always provided us with clear advice and support. He understands our position and preferences and adapts to our needs. He is professional and empathetic "
22 May 2020Customer opinions
Richard
65+ years old"Alexander is very competent and is fully up to date with any regulation changes in the financial world. He is extremely proactive and a very good communicator. He is very approachable and responsive. He has integrity and is totally trustworthy."
21 May 2020Customer opinions
Emma
46-55 years old"I meet with Alex regularly to discuss matters relating to family finance and investments with careful planning around our risk comfort levels and looking to the future with supervision and retirement. Alex makes time to explain matters plainly and is available to answer additional queries. "
21 May 2020Customer opinions
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