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Steven Perry
Senior Investment Adviser
I work with individuals, families, companies and trustees, to deliver services and bespoke solutions that build and preserve wealth. I am committed to understanding your needs and working to achieve your investment objectives.
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
Self-Managed Super Funds
Fixed Interest and Cash Management
Superannuation Advice
Financial Planning
Stockbroking
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Margin Lending Accreditation Program
Ethics and Professionalism in Financial Advice
Bachelor of Management (Farm Business)
Associations
No items found.
Competencies
Managed Investments
Margin Lending
Financial Planning
Securities
Generic
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of percentage of fees.
