Director
CurrentIn September 2012, the advisory team from BDO Private Wealth (WA) Pty Ltd completed a management buyout and rebranded to Peritus Private Wealth Pty Ltd "Peritus".The business was established in 1998 and has most recently traded as BDO Private Wealth (WA) Pty Ltd and before that as PKF Financial Services (WA) Pty Ltd. Peritus is a boutique financial planning firm that provides financial planning and investment management services to a range of executives, business owners, high net worth individuals, retirees and wealth accumulators. We specialise in designing retirement and wealth accumulation strategies, aimed at minimising taxation and therefore maximising after tax income and capital. We hold our own Australian Financial Services Licence and are not part of a dealer group or other financial services company. Unlike the majority of financial planning firms Peritus is not owned by a financial institution. Our clients see significant value in this as it allows them to receive advice on products and services that meet their needs rather than the needs of an institution. This means we are focused on our clients’ needs, rather than those of a financial services company.