Simon Wotherspoon & Peta Nunn, Perks Private Wealth – Barron’s Top 150 Advisers 2024
Posted on 12/12/2024
Overview:
Since 2016, The Deal and Barron's have recognised Australia’s leading wealth advisers through their annual rankings. In 2024, 150 advisers were listed, highlighting their expertise, dedication, and client-focused approach including Simon Wotherspoon & Peta Nunn from Perks Private Wealth.
Simon Wotherspoon and Peta Nunn named amongst Australia’s Top 150 Financial Advisers
We are pleased to share the fantastic news that Simon Wotherspoon, Director and Head of Perks Private Wealth, and Peta Nunn, Director, Perks Private Wealth, have been recognised in Barron’s prestigious list highlighting the Top 150 Financial Advisers in Australia, as published by The Australian.
About the Barron’s Top 150 Financial Advisers List
The Barron’s Top 150 list is a nationally respected ranking, developed in collaboration with The Australian, which serves as a benchmark for identifying Australia’s leading financial advisers. It provides a trusted guide for clients seeking high-quality financial advice and evaluates advisers based on:
- Client assets under management
- Fees and revenue generated
- Business quality and structure
Together, these criteria provide a comprehensive view of the standard of advice, the calibre of the practice, and the qualifications and experience of the advisers featured.
A message from our CEO James Black
“This acknowledgment places Simon and Peta as being among the top advisers in the country, and we are incredibly proud to see them represent not only Perks but also South Australia. A special congratulations goes to Peta as the only female adviser from South Australia to feature on the list – a remarkable accomplishment that reflects her leadership and expertise.”
James further acknowledged that this as a testament to the strength of the Perks Private Wealth Team.
“This recognition reflects not only Simon and Peta’s dedication but also the collective strength of the Perks Private Wealth Team. It highlights the sophisticated, tailored advice we provide to our clients and the unwavering support of the entire Team that makes such success possible.”
