Financial Adviser · DOCKLANDS, VIC

Stephen Perrett

DOCKLANDS, VIC
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001744
Currently at
Docklands, VIC (firm address)

Stephen Perrett is a financial adviser based in Docklands, Victoria, with 22 years of experience in the financial services industry since 2004. Stephen is currently authorised under Ccafp Wealth, operating through Cca Financial Planning. 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

Jun 2025 - Present Current
May 2025 - Present Current
Apr 2025 - May 2025 Ceased
Jun 2024 - May 2025 Ceased
Jun 2014 - Sep 2023 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Feb 2009 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register