Steven Perry

Steven has over 20 years experience guiding the investment decisions of clients as a Senior Adviser with E.L. & C. Baillieu and Morgans Financial Limited. Steven provides tailored advice to develop and enhance client assets so as to achieve a diversified portfolio of holdings that deliver in the best interests of clients.

Investment Style

I work with clients to construct a diversified portfolio of high quality holdings, including equities in large capitalisation companies listed on local and international markets, managed funds and fixed interest products that will form the core of their portfolios. Around this core and as opportunities present, I encourage clients to add more active, smaller companies in order to enhance their performance objectives.

Services and Specialties

Stockbroking

Fixed Interest and Cash Management

Self-Managed Super Funds

Superannuation Advice

Financial Planning

Industry Experience

Sectors Covered

Steven Perry's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

FPC004 Insurance Advice

Bachelor of Management (Farm Business)

Graduate Diploma of Financial Planning

Ethics and Professionalism in Financial Advice

Margin Lending Accreditation Program

Associations

No items found.

Competencies

Margin Lending

Financial Planning

Superannuation

Generic

Securities

Managed Investments

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.