Simon Hele & Perks Private Wealth – Barron’s Top 100 Advisers 2020

Overview:

Since 2016, The Deal and Barron's have published a list of the Top 50 Australian Advisers, showcasing the country's top wealth advisers. As of 2020, this list was expanded to the Top 100, to capture the strength of independent wealth advisory firms in the market. The achievement of being named amongst the Top 100 wealth advisers highlights the strength of the wealth advisory model that Perks Private Wealth was founded on over 20 years ago - positioning the goals and objectives of our clients at the centre of what we do and supporting this through our own Australian Financial Services Licence (AFSL).

Simon Hele recognised as one of the country’s top financial advisers

We are pleased the share the fantastic news that Head of Perks Private Wealth, Director Simon Hele, has named as one of the country’s Top 100 Financial Advisers by The Australian.

The Top 100 list is published each year by newspaper’s The Deal magazine in collaboration with Barrons, a 99-year old American-based financial and investment news company. It is designed to showcase Australia’s leading advisers and provide those looking for advice with a guide on the country’s best. Representing the entire Perks Private Wealth team, Simon’s inclusion on this list showcases him as one of only a handful of South Australian-based advisers to feature in this year’s rankings.

Showcasing the strengths of a client-centric approach

This year, which marks the fourth edition of the list, Barrons and The Australian have taken a different approach, opening up the list from Top 50 to Top 100 advisers, in order to focus on showcasing more independent advisers as well as advisers in cities other than Sydney and Melbourne.

Accordingly, this year’s list was developed by assessing advisers on three key criteria:

• funds under management,
• fees and revenue generated by the advisers’ business; and,
• the quality of the advisers’ business.

These criteria together paint a picture of the quality of advice, the quality of the practice in which they operate and the advisers’ experience and credentials.

As Perks Managing Director Mark Roderick says, seeing Simon named as one the country’s top advisers is not only fantastic recognition of his expertise and client-focus, but is also testament to the strength of the Perks Private Wealth team and their tailored, client-centric and sophisticated wealth advisory approach.

“Simon has been an integral part of the Perks Private Wealth team for many years and has built a reputation among his clients for providing robust advice and always putting their interests first,” he says.

“Importantly, Simon’s inclusion on the list reinforces that our approach to providing tailored client-centric advice free from external influence is the most trusted and respected model of financial management in Australia.

“It’s pleasing to see that this has now been recognised nationally in such a well-respected forum.”