Econ Insurance Services was established in 2016 as a collaboration between Economos Chartered Accountants, Econ Financial Services and our Managing Director, Sam Perera, an established leader in the financial services industry with extensive experience as a financial adviser and company director.
Our focus is on providing a risk advice solution as part of a multi-disciplinary accounting and financial advice approach.
Our clients derive from a wide range of industries, including legal and professional services firms, pharmacy networks, health organisations, manufacturing and technology companies.
Our company focus is based on three pillars: providing highly personalised service; staying ahead of developments in the insurance and corporate world; and maintaining the highest levels of ethics.
Sam Perera is the Managing Director of Econ Insurance Services, and is responsible for formulating the strategic advice for clients. Sam is also the Director of Perera Crowther Financial Services, a multi-disciplinary financial services firm. Since entering the financial services industry in 2005, Sam has advised many individuals, most notably those hailing from politics, the judiciary, academia and leaders in the medical and legal fraternity in NSW.
Sam is currently completing a Masters in Financial Planning, and holds a Graduate Diploma of Financial Planning and an Advanced Diploma of Accounting.
Sam enjoys serving the Financial Services industry through his work on regulatory reform. He has authored papers and been heavily involved in lobbying efforts on Future of Financial Advice reforms and most recently the Life Insurance Framework. Sam has presented as an expert witness to several parliamentary committees including, most recently, the Parliamentary Joint Committee on Corporations and Financial Services.
A veteran of the Economos group, Alfred began his career providing taxation advice to clients, with particular expertise in Self-Managed Superannuation.
As a Director of Econ Insurance Services, and a Financial Adviser at Econ Financial Services, his desire to deliver for his clients remains as strong as ever.
Alfred is a certified Chartered Accountant who holds Bachelor and Master’s degrees in Commerce and a Graduate Diploma in Financial Planning.
He commands the knowledge and experience necessary to provide clients with tax effective solutions.
Outside of the office, Alfred enjoys Tai Chi and mountain biking.
With his vast network of clients and associates, Alex facilitates the introduction of new clients who fit the niche of Econ Insurance Services, through his role as Business Development Manager.
Alex is also a director of Econ Financial Services, with over 18 years’ experience working in the financial services industry.
He assumed a position as a financial adviser at Econ Financial Services, to pursue his interest in equity and capital investment markets, specialising in Self-Managed Superannuation.
One of our in-house rugby league aficionados, Alex is a keen Wests Tigers fan.
Kristen joined Econ Insurance Services in 2016 whilst completing her Bachelor of Commerce degree in Wollongong, and soon became a key part of the team assisting with client strategies, research and reporting.
Currently Kristen oversees client reviews and service delivery for our corporate clients. She is also renowned for her technical abilities and clear thinking when formulating and delivering advice.
A key contributor to the success of our strong client relationships, Janelle has over 20 years experience in financial services and supports the team in implementing the financial plans and strategies for clients.
Janelle also previously worked within the judiciary in operations, and uses this knowledge to ensure the smooth operation of Econ Insurance Services.
Margie focuses on ensuring the process we follow in providing advice is of the highest standard, meets regulatory requirements and exceeds our best practice benchmarks.
Having worked in the banking industry for over 25 years, Margie uses her wealth of experience to oversee our ongoing review program to help ensure that our clients are attuned to the portfolios we manage on their behalf.
Sam is pro-active in managing the insurance design of our superannuation plan, and instrumental in the addition of Income Protection to the benefit design to ensure that our full-time employees are protected
