SPECIALISATION

Chris
Perman

Financial Advisor
Rockingham
Western Australia
IN THEIR OWN WORDS

Chris Perman is a client-focused financial advisor with 25 years of industry experience and specialises in retirement planning, superannuation, and social security. Chris understands that finance can be daunting, so he makes it his mission to remove complex jargon, ensuring clarity and transparency throughout the process. With his deep knowledge and expertise, he works closely with clients to construct a pathway towards achieving their financial goals. Chris Perman is a trusted advisor who is able to empower his clients to make informed decisions. Chris has experience in helping clients approaching retirement with their superannuation, cashflow and budgeting, insurance, and social security.

Qualifications and Memberships

  • Bachelor of Commerce
  • Diploma of Financial Planning
  • Member of Financial Advice Association Australia

Office 4 Level 1 5-7 Railway Terrace Rockingham WA 6168

Phone:
1300 84 74 34

SPECIALISATION
Cash Flow Management
Cash
Flow
Management
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super
"Chris has always been very approachable in regards to what our requirements were for our transition into retirement. The balance between short term and long term financial needs was explained to us and a plan is in place which suits our needs and is travelling along as recommended by Chris."
Roger, Coogee, WA
"I am very impressed with the performance and help of Chris Perman during the last pension and investment review. I’m confident I got the best advice and strategy up to the next review. I’m also grateful for him to agree to have had the review at my private residence.
Gary, East Rockingham, WA

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