MJ Private Wealth
Your trusted partner in wealth management
Premium advice backed by old-fashioned personal service
Our Services
Investment portfolio management
We manage investment portfolios to meet clients’ risk and return needs using a range of asset classes including Australian and Global equities.
Superannuation
We are experts in superannuation to help build clients overall wealth in an advantageous and ever changing system.
SMSF Strategies
Self Managed Super Funds offer additional strategies and flexibility, and we offer guidance and advice specialised to SMSFs.
Stockbroking
We offer advisory and execution services for Australian and Global equities.
Financial planning
We review a clients overall financial situation to put together personalised strategies to help them achieve their financial goals.
Retirement strategies
We are experts at advising clients as they approach retirement. We put diversified and flexible strategies in place to support a long and successful retirement.
About Us
Why we exist
MJ Private Wealth was founded to provide professional advisory services, delivered by experienced professionals in a personalised way without the bureaucracy or conflicts of larger organisations.
We grew frustrated seeing products and services becoming commoditised and clients receiving “off the shelf” advice. We knew that we could provide more value for our clients on our own.
How we work
We take our time to understand what is important to our clients and work with them to build successful, long-term plans. Advice is delivered by our directors who each have over 20 years of experience in successfully advising clients through many challenging environments.
Our People
Our directors have 50 years of combined experience and have worked closely together for many years. Their skills and experiences complement each other, and together, they form a coherent team underpinned by the same values and client focus.
Jason Perkins
Jason started his financial services career in 1999, working with Bankers Trust and Deutsche Bank first advising clients on their financial affairs in 2002. He has held advisory roles with Bridges Personal Investment Services, Macquarie Private Wealth and more recently Ord Minnett. He has also held compliance roles with CBA, Macquarie and ING Group.
He is passionate about the finer details of superannuation, tax and investments to help clients better understand their current position and the strategies available to them to assist in putting a successful long term financial plan in place.
Jason grew up in Berry, NSW and is happily married. He enjoys obstacle racing events, generally keeping fit, and getting into the great Australian outdoors through hiking and camping.
Qualifications
- Bachelor of Taxation (Distinction), UNSW
- Diploma of Financial Planning, Deakin
- Diploma of International Trust Management, STEP
Memberships
- Certified Financial Planner, Financial Advice Association of Australia (CFP)
- Specialist SMSF Adviser, SMSF Association (SSA)
- Chartered Tax Adviser, The Taxation Institute (CTA)
- Chartered Accountant, Chartered Accountants Australia and New Zealand (CA)
- Certified Practising Accountant, CPA Australia (CPA)
Martin Eddy
Martin started working in financial markets with Merrill Lynch and Deutsche Bank in London from 1996 to 2000. His interest in equity markets saw him move into stockbroking roles with several smaller firms before joining Macquarie Bank in 2004, where he remained for almost 15 years.
Most recently, he spent 5 years at Ord Minnett, before starting MJ Private Wealth with long-time business partner and fellow director Jason Perkins.
During his time at Macquarie, he advised on equites and structured products for some of the wealthiest families in Australia and institutional investors.
Martin grew up in Orange, NSW and is happily married with three daughters. He has a passion for golf, padel and keeping fit in the gym.
Qualifications
- ASIC 146 in Securities, Managed Investments, Margin Lending, Foreign Exchange
- Accredited Derivatives Adviser, Levels 1 & 2
Memberships
- Master Practitioner Member of the Stockbrokers & Investment Advisers Association
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