Steve Perrett

Financial Planning Manager

Steve joined Equip Financial Planning in February 2009. He has been in financial services since 1995. His experience includes roles with National Financial Management (NAB), MLC, Telstra Super and Telstra Super Financial Planning. Steve's qualifications include a Diploma of Financial Planning from Deakin University and a Certified Financial Planner (CFP) with the Financial Planning Association.

Andrew Parrott

Senior Financial Planner

Andrew joined Equip Financial Planning in January 2017 and brings a wide range of knowledge and perspectives that contribute to his financial planning skills. He has more than 17 years of experience as a financial planner, 14 of those years as a Certified Financial Planner. Andrew’s 33 years of experience in the financial services industry includes finance, banking, and estate planning roles with a number of companies including AGC Finance, Equity Trustees Limited, Telstra Super Financial Planning, and Westpac.

Neil Wyatt

Senior Financial Planner

Neil joined Equip Financial Planning in April 2012. Neil has more than 24 years of financial planning experience, gained through roles with Westpac, RetireInvest, and, most recently, with Bendigo Bank. Neil’s qualifications include a Diploma of Financial Planning through Deakin University and a Diploma of Financial Markets through the Securities Institute of Australia. He is a Certified Financial Planner, as awarded by the Financial Planning Association.

Jason Cook

Senior Financial Planner

Jason joined Equip Financial Planning in March 2011. He has worked in financial planning since 2001. His experience includes roles with RetireInvest, Trust Company, Westpac and most recently ANZ. Jason's qualifications include a Diploma of Financial Planning through Deakin University, and a Bachelor of Economics through Monash University. He is a Certified Financial Planner. 

Will Lewis

Financial Planner

Will joined Equipsuper Financial Planning in August 2011. He has more than seven years experience in financial services, including roles with Directions Wealth Management and Computershare. Will's qualifications include a Bachelor of Economics from the University of Tasmania and a Diploma of Financial Planning. He is a Certified Financial Planner. 

Ryan O'Dwyer

Financial Planner

Ryan joined Equip Financial Planning in December 2012. He has more than 7 years’ experience in the financial services industry, including a role with Insurevest Financial Planning. Ryan's qualifications include a Bachelor of Business from the Australian Catholic University Sydney and an Advanced Diploma of Financial Services. He is a Certified Financial Planner.

Ed Wilmoth

Financial Planner

Ed joined Equipsuper Financial Planning in September 2009. He has more than nine years of financial planning experience, gained through roles with General Electric (GE Money) and London Partners. Edward's qualifications include a Bachelor of Commerce (Finance) through Melbourne University, a Graduate Diploma in Financial Planning. Edward is a Certified Financial Planner. 

Cara Sloshberg

Financial Planner

Cara has more than six years of experience in the financial services industry, including roles with Midwinter working as a Paraplanner and StatePlus working in Client Services, Scaled Advice and then in Financial Planning. She has a wealth of knowledge in Defined Benefit Schemes having previously provided advice to NSW and Federal Government Defined Benefit members. Her qualifications include a Bachelor of Business from the University of Technology, Sydney, a Diploma of Financial Planning, and an Advanced Diploma of Financial Planning. She is a Certified Financial Planner CFP  from the Financial Planning Association.

Lara Shearman

Financial Planner

Lara has 10 years experience as a financial planner, including nine with Commonwealth Financial Planning and 12 months working with a boutique firm, DMG Financial Planning. Lara comes from a background of banking and finance, and is a local of Gippsland. She is based in our Traralgon office. Her qualifications include a Diploma of Financial Planning and a Graduate Certificate in Applied Finance.

Adam Pascoe

Financial Planner

Adam joined Equip Financial Planning in December 2017 and brings a wide range of knowledge and perspectives that contribute to his financial planning skills. He has more than 15 years of experience in the financial services industry, including roles with GESB Super, providing retirement advice to public servants, as well as with a boutique financial planning firm and a major stockbroking organisation.
Adam is a salaried representative of Equip Financial Planning and is authorised to provide advice under its AFSL 455010.

Steve Baker

Financial Planner

Steve Baker brings expert knowledge and specialist skills to Equip’s financial planning division. He has over 35 years in the financial services industry, including a decade as a Certified Financial Planner. Steve’s previous roles include ANZ Bank and Retirewell Financial Planning. Steve is a salaried representative of Equip Financial Planning and is authorised to provide financial advice under its AFSL 455010.

Matt Harris

Financial Planner

Matt Harris brings expert knowledge and specialist skills to Equip’s financial planning division. He is a member of the Financial Planning Association (FPA), holds an Advanced Diploma in Financial Planning, and a Bachelor of Business. Matt is a salaried representative of Equip Financial Planning and is authorised to provide financial advice under its AFSL 455010.

Paula Siddle

Financial Planner

Paula has worked in the financial planning industry since 2004. A Gippsland local, she joined Equip Financial Planning in 2019 from RGM Financial Planners and is based in our Traralgon office. Paula’s qualifications include a double degree in Financial Planning and Accounting, and a Diploma of Financial Planning. She will complete her Masters in Financial Planning in 2020.