Practice Manager

Andrew Perriam’s professional journey is a testament to his versatility and commitment to growth within the financial industry. Joining WealthVisory initially in February 2020 as a Client Service Officer, Andrew quickly established himself as a dedicated and detail-oriented team member.

During his tenure as a Client Service Officer, Andrew played a pivotal role in ensuring client satisfaction and smooth operations within the firm. His knack for efficient communication and problem-solving earned him the respect of colleagues and clients alike. However, in May 2022, Andrew took a bold step to broaden his horizons and explore new challenges.

Venturing into the realm of project accounting, Andrew accepted a role with a prominent engineering firm in Perth CBD. There, he brought his financial acumen to the intricate world of project management, gaining valuable insights and experience in a different sector.

After a period of professional growth and learning, Andrew’s journey has come full circle, as he rejoined WealthVisory in November 2023, this time in the role of Practice Manager. This strategic move showcases Andrew’s deep understanding of the financial landscape and his desire to contribute to the continued success of WealthVisory.

In his capacity as Practice Manager, Andrew brings a wealth of experience and a fresh perspective to the firm. His past experiences as a Client Service Officer and Project Accountant have equipped him with a unique skill set, making him a valuable asset in overseeing the day-to-day operations and contributing to the strategic vision of WealthVisory.

Known for his collaborative approach and dedication to excellence, Andrew Perriam embodies the spirit of professional growth and adaptability. His return to WealthVisory signifies not only a reunion with familiar faces but also a renewed commitment to contributing his expertise to the success and growth of the firm. As Practice Manager, Andrew is poised to lead by example, fostering a culture of innovation, teamwork, and client-centric excellence within the WealthVisory family.

Aaron Colley and Ryan Pettit, Wealthvisory's Directors.


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