Steve Perrett

Steve has been in the financial services industry since 1995 and a financial planner for over 20 years. His main focus has been on pre- and post-retirement planning as well as wealth creation. Steve prides himself on building relationships with his clients and providing exceptional customer service.

Steve’s expertise spans a wide range of advice areas, including:

• Wealth accumulation
• Personal risk advice
• Retirement planning
• Centrelink strategies
• Aged care

Outside the Office

Steve follows most sports, with his passion being Australian Rules football. In particular, the St Bernard’s Old Collegians Football Club, who compete in the VAFA, where he played and is the current president. He enjoys spending time with his family and friends.

Qualifications and Professional Designations

Certificate of Financial Planner
Diploma of Financial Planning
Bachelor of Business