Financial Adviser
· PERTH, WA
Steven Perry
No disciplinary history on record with ASIC
PERTH,
WA
18
Years experience
ASIC Registered · ADV 001005682
About Steven Perry
Steven Perry is a financial adviser based in Perth, Western Australia, with 18 years of experience in the financial services industry since 2008. Steven is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Steven holds authorisations to advise on superannuation, managed investments, securities and deposit products. Steven's qualifications include a BACHELOR OF MANAGEMENT from - UNIVERSITY OF SYDNEY.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1999
BACHELOR OF MANAGEMENT
- UNIVERSITY OF SYDNEY
2008
GRADUATE DIPLOMA OF FINANCIAL PLANNING
FINSIA
2010
MARGIN LENDING ACCREDITATION PROGRAM
DEAKIN PRIME
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
FPC004 Insurance Advice
Kapla Professional