Your planner
Steve Perrett
Steve Perrett
Joined Equipsuper Financial Planning in February 2009. Steve has been in financial services since 1995. His experience includes roles with National Financial Management (NAB), MLC, Telstra Super and Telstra Super Financial Planning.

Steve's qualifications include the Diploma of Financial Planning from Deakin University and a Certified Financial Planner (CFP) with the Financial Planning Association.

Steve's areas of expertise include retirement planning, investment strategies, risk insurance, social security as well as estate planning.

Steve is authorised to provide you with financial product advice and deal in the following financial products:

  • Deposits;
  • Securities (such as shares);
  • Managed investments (including Investor Directed Portfolio Services);
  • Government debentures, stocks and bonds;
  • Retirement products, including superannuation and retirement savings accounts;
  • Life insurance.
* Equipsuper financial planners are employees of Equipsuper Financial Planning Pty Ltd and are Authorised Representatives of Health Super Financial Services Pty Ltd. Equipsuper Financial Planning Pty Ltd is wholly owned by the Trustee of the Equipsuper Fund and is a Corporate Authorised Representative of Health Super Financial Services Pty Ltd (ABN 37 096 452 318; AFSL 240019).