SUCCESS

Alan Perrott is a Fellow of Chartered Accountants Australia & New Zealand (CAANZ) and has more than 35 years experience in Chartered Accountancy. Not only is Alan a Chartered Accountant but is both a Self Managed Superannuation Fund Specialist (SMSF) & Financial Planning Specialist with CAANZ.

He is a founding member of LBW Wealth Management and an authorised representative of Sentry Advice Pty Limited AFSL 227748. Alan is a is a Certified Financial Planner (FPAA) and a past specialist member of The SMSF Association (formerly SPAA).

At LBW Wealth Management, Alan specialises in superannuation, SMSFs, and portfolio construction advice. Alan believes that "Superannuation is probably the most creative area in business, taxation and wealth planning. When correctly setup, superannuation allows you to take control of your affairs both when accumulating assets and into retirement."
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He has a keen interest in all aspects of property and has been personally involved in some property renovation & building projects and operating holiday apartments. He also enjoys photography, camping, community service as a volunteer member of the State Emergency Service, playing Over 45s soccer, soccer refereeing, and participating in a quiet red wine with friends.