Roger Perrett

Roger Perrett

  • Founder of Freshwater Wealth

Roger Perrett is the Founder of Freshwater Wealth and one of Australia's leading financial advisers, specialising in helping high net worth professionals, achieve a great retirement lifestyle. With more than 25 years of experience in financial advice, Roger has been recognised by Financial Standard as a Top 50 Financial Adviser and is a regular guest on ausbiz, where he shares insights on retirement, investment and tax strategies. His commentary has also been featured in The Australian Financial Review, The Australian, Financial Standard, Money Management, Livewire Markets and ifa. Roger also shares educational content with an audience of more than 30,000 professionals on LinkedIn. Before founding Freshwater Wealth, Roger spent more than 20 years with Westpac and BT Financial Group, where he led the largest ‘Partnership’ group of advisers in the Westpac Group, while also continuing to advise high net worth clients. Roger is passionate about helping clients navigate increasingly complex financial decisions by combining based investment strategies, tax-effective retirement planning and personalised advice. He is equally passionate about the future of the advice profession and how innovation, technology and strong industry partnerships can enhance client outcomes, while enabling advisers to build more valuable and sustainable advice businesses. Roger lives on Sydney's Northern Beaches with his wife and two children and enjoys sailing whenever he gets the opportunity.

All Sessions by Roger Perrett

Agenda 13/08/2026
14:40 - 15:20

The Adviser Edge