Zak

Perry

I am a member of the paraplanning team, specialising in preparing and drafting Statement of Advice (SOA) documents for clients. I joined the firm in February as an intern and was fortunate to transition into a part-time role shortly thereafter. In my current role, I assist with the research, analysis, and preparation of financial advice documentation, ensuring that each recommendation aligns with clients’ objectives, risk profiles, and long-term strategies.

I balance my professional responsibilities with my university studies. I am in my fourth year at the University of Sydney, completing a Bachelor of Commerce and Advanced Studies, majoring in Finance and Banking. During my studies, I spent six months at the University of Washington in Seattle, where I focused on asset management and gained exposure to international financial markets. In addition to my studies, I tutor students in HSC mathematics, ranging from Advanced courses to Extension 2.

I was originally born in London and moved to Sydney around ten years ago. Outside of work and study, I enjoy regular gym sessions and playing recreational golf on the weekends. I am also an enthusiastic supporter of the England national football team, however, I remain consistently heartbroken after each tournament.