Meet Our People

Phone: 03 8866 0000


Authorised Representative No: 222917

Credit Representative No: 384763

Advanced Diploma of Financial Services (Financial Planning)

Diploma of Financial Services

(Finance/Mortgage Broking Management)

Nick Perkins

Director and Senior Financial Adviser

Nick has over 20 years’ experience in achieving the best for his clients. He has an unwavering passion for assisting clients achieve their financial goals. His specialties include setting of financial goals and securing the right mortgage for your home. After hours Nick enjoys trail bike riding with family and friends and snow sports.

Nick is authorised to provide advice in the following types of financial products:

  • Superannuation (including Self-Managed Super Funds)
  • Insurance
  • Retirement Savings Accounts
  • Deposit Products
  • Life Products Including Investment and Risk
  • Managed Investments
  • Securities
  • Mortgages and Finance
  • Margin Lending

Nick can assist you with:

  • Setting of financial goals
  • Guidance on budgeting
  • Savings and wealth creation strategies
  • Diversified investment planning
  • Superannuation and Pre-Retirement planning
  • Retirement planning
  • Centrelink planning
  • Risk and insurance analysis
  • Estate planning considerations
  • Salary Packaging advice
  • Super/Divorce planning
  • Self-Managed Super Funds
  • Hedge Funds
  • General Insurance
  • Direct Property


SMSF Accredited

Margin Lending Accredited

Member of Mortgage & Finance Association of Australia