Financial Adviser
· DOCKLANDS, VIC
Stephen Perrett
No disciplinary history on record with ASIC
DOCKLANDS,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001744
Practice
Docklands, VIC (practice address on ASIC register)
Licensed through Ccafp Wealth
About Stephen Perrett
Stephen Perrett is a financial adviser based in Docklands, Victoria, with 22 years of experience in the financial services industry since 2004. Stephen works at Cca Financial Planning, which is licensed through Ccafp Wealth. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Certified Financial Planner (CFP) Education Program from Financial Planning Association. Stephen is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business
RMIT
2004
Diploma of Financial Planning
Financial Planning Association
2007
Certified Financial Planner (CFP) Education Program
Financial Planning Association
Registration History
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register