Senior Financisl Planner
Current
Jun 2024 - Present
AeroLeads people directory · profile
Steve Perrett Email & Phone Number
Senior Financial Planner
at
Bank First
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Planner
Location
Melbourne, Victoria, Australia
Company size
Who is Steve Perrett? Overview
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Quick answer
Steve Perrett is listed as Senior Financial Planner at Bank First, a company with 173 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Steve Perrett.
Steve Perrett previously worked as Senior Financisl Planner at Bank First and Senior Financial Planner at Equip Super. Steve Perrett holds Bachelor Of Business Administration - Bba, Business/Commerce, General from Rmit University.
Company email context
Email format at Bank First
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Bank First
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Profile bio
About Steve Perrett
Senior Financial Planning and Advice professional with expertise in holistic strategic financial advice and pre and post retirement planning. Track record for exceeding business goals and a reputation for achieving high compliance standards. Highly regarded for capability to mentor and develop less experienced advisers. Thorough organisational and planning skills and can adapt quickly in changing business environments.
Current workplace
Steve Perrett's current company
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Bank First
3 roles
Steve Perrett work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
Senior Financial Planning and Advice professional with expertise in holistic strategic financial advice and pre and post retirement planning.
Feb 2009 - Sep 2023
Nov 2004 - Jan 2009
Team & coworkers
Colleagues at Bank First
Other employees you can reach at bankfirst.com.au. View company contacts for 173 employees →
TS
Trent Storey
Colleague at Bank FirstGreater Albury-Wodonga Area, Australia
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DS
Dilini Saminda
Colleague at Bank FirstMelbourne, Victoria, Australia, Australia
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SB
Sarah Beamish
Colleague at Bank FirstGreater Melbourne Area, Australia
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JL
Janette Lewis
Colleague at Bank FirstGreater Melbourne Area, Australia
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AJ
Amal Jose
Colleague at Bank FirstGreater Melbourne Area, Australia
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ZP
Zachary Perez
Colleague at Bank FirstKew, Victoria, Australia, Australia
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AG
Allan Goldring
Colleague at Bank FirstMelbourne, Victoria, Australia, Australia
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NM
Nancye Mclaren
Colleague at Bank FirstGreater Melbourne Area, Australia
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WG
Widiana Gunawan
Colleague at Bank FirstGreater Melbourne Area, Australia
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CW
Catherine Windsor
Colleague at Bank FirstSeville, Victoria, Australia, Australia
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Trent Storey
Colleague at Bank FirstGreater Albury-Wodonga Area, Australia
View →
DS
Dilini Saminda
Colleague at Bank FirstMelbourne, Victoria, Australia, Australia
View →
SB
Sarah Beamish
Colleague at Bank FirstGreater Melbourne Area, Australia
View →
JL
Janette Lewis
Colleague at Bank FirstGreater Melbourne Area, Australia
View →
AJ
Amal Jose
Colleague at Bank FirstGreater Melbourne Area, Australia
View →
ZP
Zachary Perez
Colleague at Bank FirstKew, Victoria, Australia, Australia
View →
AG
Allan Goldring
Colleague at Bank FirstMelbourne, Victoria, Australia, Australia
View →
NM
Nancye Mclaren
Colleague at Bank FirstGreater Melbourne Area, Australia
View →
WG
Widiana Gunawan
Colleague at Bank FirstGreater Melbourne Area, Australia
View →
CW
Catherine Windsor
Colleague at Bank FirstSeville, Victoria, Australia, Australia
View →
2 education records
Steve Perrett education
Bachelor Of Business Administration - Bba, Business/Commerce, General
FAQ
Frequently asked questions about Steve Perrett
Quick answers generated from the profile data available on this page.
What company does Steve Perrett work for?
Steve Perrett works for Bank First.
What is Steve Perrett's role at Bank First?
Steve Perrett is listed as Senior Financial Planner at Bank First.
Where is Steve Perrett based?
Steve Perrett is based in Melbourne, Victoria, Australia while working with Bank First.
What companies has Steve Perrett worked for?
Steve Perrett has worked for Bank First, Equip Super, and Telstrasuper.
Who are Steve Perrett's colleagues at Bank First?
Steve Perrett's colleagues at Bank First include Trent Storey, Dilini Saminda, Sarah Beamish, Janette Lewis, and Amal Jose.
How can I contact Steve Perrett?
You can use AeroLeads to view verified contact signals for Steve Perrett at Bank First, including work email, phone, and LinkedIn data when available.
What schools did Steve Perrett attend?
Steve Perrett holds Bachelor Of Business Administration - Bba, Business/Commerce, General from Rmit University.
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