Stephen Perrett
Financial Adviser in Docklands, Victoria, Australia
Review Stephen Perrett
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001001744
- Location
- Docklands VIC 3008
- Licensee
- Ccafp Wealth Pty Ltd (AFSL 540531)
- Authorised since
- 2 May 2025
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, RMIT (1995); Diploma of Financial Planning, Financial Planning Association (2004); Certified Financial Planner (CFP) Education Program, Financial Planning Association (2007)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Perrett
Stephen Perrett is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Docklands, Victoria (adviser number 001001744).
Advice is given under the Australian financial services licence of Ccafp Wealth Pty Ltd, licence number 540531. The current authorisation started on 2 May 2025.
According to the register, Stephen first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (RMIT, 1995), Diploma of Financial Planning (Financial Planning Association, 2004) and Certified Financial Planner (CFP) Education Program (Financial Planning Association, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Stephen Perrett here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Stephen Perrett a registered financial adviser?
Yes. Stephen Perrett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001744.
Which licensee does Stephen Perrett work under?
Ccafp Wealth Pty Ltd, Australian financial services licence 540531.
What can Stephen Perrett give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.