Jude Perera Email & Phone Number

I am a proactive planner who enjoys tailoring financial plans appropriate to each individual’scircumstances. I believe in providing ethical and quality holistic financial advice to my clients toreach their needs and objectives. I am committed to developing strong long-term relationshipswith my clients to provide relevant strategies that will deliver their financial dreams andfutures. Since joining State Super Financial Services, I have been servicing state and federal governmentsector employees achieve the full potential of their defined benefit superannuation schemes.Helping them to retire comfortably on generous retirement incomes, coupled with excellenttechnical 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.

Listed skills include Financial Planning, Portfolio Management, Superannuation, Wealth, and 30 others.