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Steve Perrett

Steve Perrett

Financial Planner

Followers of Steve Perrett82 followers
location of Steve PerrettMelbourne, Victoria, Australia

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  • Timeline

  • About me

    Senior Financial Planner

  • Education

    • St Bernard's College

      -
      VCE

    • RMIT University

      -
      Bachelor of Business Administration - BBA Business/Commerce, General

  • Experience

    • TelstraSuper

      Nov 2004 - Jan 2009
      Financial Planner

      Financial Planner

    • Equip Super

      Feb 2009 - Sept 2023
      Senior Financial Planner

      Senior Financial Planning and Advice professional with expertise in holistic strategic financial advice and pre and post retirement planning.

    • Bank First

      Jun 2024 - now
      Senior Financisl Planner

  • Licenses & Certifications

    • Financial Adviser Exam

      FASEA

    • Certified Financial Planner (CFP)

      Financial Planning Association (FPA)