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OUR TEAM 

TONY PERREE Tony Perree – Managing Director

Tony is a Certified Practising Accountant (CPA) and Certified Financial Planner (CFP). His expertise is in tax and business advice, superannuation and retirement planning. After working in a multi Partner Accounting Practice for over 12 years, Tony established the firm in July 2012 so it could provide "perreemium services" to his clients to save them tax, increase their profits, protect their assets and grow their savings so they can retire comfortably.
Tony is married with 3 children and loves sport, bike riding and camping. 

Authorised Representative Number: 231896
Tony is an Authorised Representative of Count and Managing Director of Perree-mium Pty Ltd..


MARK D'SOUZA

Mark D'Souza – Business Services Manager 

Mark, is a CPA who has worked with Tony Perree for over 15 years from graduating as an Accountant to becoming a Senior Accountant and now the Business Services Manager responsible for preparation of Financial Statements, Income Tax Returns, FBT and BAS's for our business and self-managed superannuation fund clients. Mark who is a big cricket fan and a Bombers supporter, enjoys playing tennis and is married with two children. 


SIMON LUCAS

Simon Lucas – Wealth Strategist 

Simon is a Chartered Accountant (CA) and a Certified Financial Planner (CFP). For the past 8 years Simon has been focused on wealth creation through financial planning and he now helps our clients to achieve their goals with tailored plans and sophisticated investment strategies. Simon has provided clients with advice on their cash flow, investments and personal insurances to help them build and protect their wealth.. Simon is married and has 2 young children, is a keen cricketer and enjoys watching all sports, in particular supporting the Gold Coast Suns. 

Authorised Representative Number: 457999
Simon is an Authorised Representative of Count and an employee of Perree-mium Pty Ltd.


JENNY GREGORY

Jenny Gregory – Financial Planning Support & Paraplanner 

Jenny has worked in the financial services industry for over 20 years. She has worked with Tony for 7 years as a Para-planner and has built up a wealth of experience in helping our clients stay on track and achieve their goals. Jenny is the first point of contact for many of our clients and has extensive experience in assisting our older clientele with their financial planning needs including retirement funding, Centrelink benefit structuring and aged care advice. Jenny has enjoyed seeing our clients achieving their financial and life goals. 

Jenny has 2 children and is currently in the process of studying towards her Master of Financial Planning. 


LEANNE MORGAN

Leanne Morgan – Senior Accountant and MYOB Consultant 

Leanne has worked with Tony over a long period to provide holistic compliance services to our clients. These services have reduced our clients administrative burden for their business and allowed them to focus on what they do best. Leanne is an expert in the area of establishing internal business processes and accounting software to assist our clients to fulfil their compliance obligations and through her training and education with our clients she has been able to provide SMEs with current and accurate business reports to enable them to keep control of and effectively manage their own business. 


SHARYN GORDON

Sharyn Gordon – Client Services Administrator 

Sharyn is our friendly office administrator who will greet you when you enter or call our office. She ensures that your queries are answered and directed to the most appropriate team member. Sharyn has had many years of administration experience in the area of small business. Married with 3 children, she enjoys playing tennis, dancing and is the leader of the local Scout Group. 


EMMA WILLIAMS

Emma Williams – Corporate Secretarial Manager 

Emma has over 14 years of experience in dealing with the Australian Securities & Investments Commission (ASIC) on behalf of our Company clients to ensure their annual ASIC returns are lodged on time and that the ASIC database is kept up to date. Out of work Emma is married with three children including twins aged 7.