MenuRomesh Perera CFP®
About Me
Helping people is what I love to do and forms one of my core values (when you meet me ask me why I love to Help). 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.
Areas of Focus
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 12 Years -
Licensed By Akumin Financial Planning Pty Limited -
Advice Fees From $3,000
