Jude Perera Email & Phone Number | I am a proactive planner who enjoys tailoring financial plans appropriate to each individual’s circumstances. I believe in providing ethical and quality holistic financial advice to my clients to reach their needs and objectives. I am committed to developing strong long-term relationships with my clients to provide relevant strategies that will deliver their financial dreams and futures. Since joining State Super Financial Services, I have been servicing state and federal government sector employees achieve the full potential of their defined benefit superannuation schemes. Helping them to retire comfortably on generous retirement incomes, coupled with excellent technical skills and public sector superannuation schemes knowledge. I hold CFP certification, a Registered Tax Financial Adviser. I have obtained a Master of Commerce (MCom) from the University of Sydney with Major in Marketing and minor subjects in economics. I am qualified and experienced to provide all facets of financial planning strategies, including super maximisation, retirement strategies, defined benefit scheme access and maximisation, wealth protection/insurance (personal and business), wealth creation/ investing in managed funds and direct equities, self-managed super funds (SMSF), margin lending, estate planning and Social Security strategies.

Jude Perera

I am a proactive planner who enjoys tailoring financial plans appropriate to each individual’s circu...
Greater Sydney Area, Greater Sydney Area, Australia

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Jude Perera’s Email pereraj@stgeorge.com.au

Jude Perera’s Phone Numbers

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Jude Perera’s Location Greater Sydney Area, Greater Sydney Area, Australia

Jude Perera’s Current Industry Big 4 Consultancy Firm

Jude Perera’s Prior Industry Aware Super | Stateplus | State Super Financial Services | St George Bank

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Work Experience

Big 4 Consultancy Firm

Quality Assurance Analyst at Big 4 Consultancy Firm

2021-06-01 00:00:00 - Present

Aware Super

Certified Financial Planner

2020-09-01 00:00:00 - 2021-05-01 00:00:00

Stateplus

Financial Planner

2015-11-01 00:00:00 - 2020-09-01 00:00:00

State Super Financial Services

Financial Planner

2015-08-01 00:00:00 - 2015-10-01 00:00:00

St George Bank

Senior Financial Planner

2007-02-01 00:00:00 - 2015-07-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Jude Perera

Jude Perera is located at
Greater Sydney Area, Greater Sydney Area, Australia

Jude Perera is a I am a proactive planner who enjoys tailoring financial plans appropriate to each individual’s circumstances. I believe in providing ethical and quality holistic financial advice to my clients to reach their needs and objectives. I am committed to developing strong long-term relationships with my clients to provide relevant strategies that will deliver their financial dreams and futures. Since joining State Super Financial Services, I have been servicing state and federal government sector employees achieve the full potential of their defined benefit superannuation schemes. Helping them to retire comfortably on generous retirement incomes, coupled with excellent technical skills and public sector superannuation schemes knowledge. I hold CFP certification, a Registered Tax Financial Adviser. I have obtained a Master of Commerce (MCom) from the University of Sydney with Major in Marketing and minor subjects in economics. I am qualified and experienced to provide all facets of financial planning strategies, including super maximisation, retirement strategies, defined benefit scheme access and maximisation, wealth protection/insurance (personal and business), wealth creation/ investing in managed funds and direct equities, self-managed super funds (SMSF), margin lending, estate planning and Social Security strategies.

Jude Perera currently works in the Big 4 Consultancy Firm |

No Languages Available

Jude Perera has prior
experience in the following industries:
Aware Super | Stateplus | State Super Financial Services | St George Bank

Jude Perera has the following professional experience:
Big 4 Consultancy Firm | Aware Super | Stateplus | State Super Financial Services | St George Bank