Steven Perry
Financial Adviser
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About
Steven Perry is an ASIC-registered financial adviser based in Perth, Western Australia, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Steven holds a Bachelor of Management from the University of Sydney (1999) and a Graduate Diploma of Financial Planning from FINSIA (2008). His commitment to ongoing professional development is reflected in his Margin Lending Accreditation Program from Deakin PRIME (2010), Ethics and Professionalism in Financial Advice certification from Kaplan (2020) and FPC004 Insurance Advice certification from Kaplan Professional (2022). Steven is authorised to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. Steven’s focus is to provide clear, actionable advice, empowering his clients to make informed decisions about their financial future. • Superannuation advice • Wealth management strategies • Investment portfolio construction • Retirement planning • Securities advice Ready to take control of your financial future? Contact Steven today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Steven Perry offer?
Steven Perry provides advice on superannuation, wealth management, securities, and government debt securities. He specialises in creating tailored financial strategies to meet individual client needs.
What qualifications does Steven Perry have?
Steven holds a Bachelor of Management from the University of Sydney, a Graduate Diploma of Financial Planning from FINSIA, a Margin Lending Accreditation Program from Deakin PRIME, and certifications in Ethics and Professionalism in Financial Advice and Insurance Advice from Kaplan Professional.
What can I expect during my first consultation with Steven Perry?
During your initial consultation, Steven will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide an overview of how he can assist you in achieving your financial objectives.
How can wealth management advice from Steven Perry benefit me?
Steven’s wealth management services are designed to help you grow and protect your assets. He offers personalised investment strategies, risk management solutions, and ongoing support to ensure you stay on track towards your financial goals.
What is Steven Perry's approach to financial planning?
Steven takes a holistic approach to financial planning, considering all aspects of your financial life to create a comprehensive plan that addresses your specific needs and goals. He focuses on building long-term relationships with his clients, providing ongoing support and guidance.
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