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Meet our financial planners

Advice on your finances 

Our experienced financial planning team can provide professional advice on many aspects of your finances, not just super. 

To find out more, call them on 1800 065 753 and arrange a booking.

Meet our planners

All our financial planners have completed their Diploma in Financial Planning and are members of the Financial Planning Association of Australia (FPA). Several of our planners have been recognised as Certified Financial Planners by the Financial Planning Association, the highest possible qualification in financial planning. 

  • Steve Perrett

    Senior Financial Planner

    Melbourne, Northern Victoria and Tasmania

    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.

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  • Andrew Parrott

    Senior Financial Planner

    Geelong and Western Victoria

    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.

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  • Jason Cook

    Senior Financial Planner

    Melbourne, Northern Victoria and South Australia

    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. 

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  • Ryan O'Dwyer

    Financial Planner

    Melbourne and Northern Victoria

    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.

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  • Tony Foale

    Financial Planner

    Melbourne

    Tony is passionate about building long term trusted relationships and working with you to achieve your personal lifestyle and financial goals. Tony has been providing advice since 2006 specialising in building wealth inside and outside of superannuation, aged care, insurance, retirement planning and Centrelink. Outside of work, Tony is married and a father of two. He enjoys sport and travelling with his family.

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  • Cara Sloshberg

    Financial Planner

    NSW & Queensland

    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.

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  • Paula Siddle

    Financial Planner

    Traralgon and Gippsland region

    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.

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  • Mathew Kitchen

    Financial Planner

    Ringwood and Eastern Victoria

    Matthew has been a qualified financial planner, providing advice in the financial services industry since 2012. He specialises in strategies around tax planning, superannuation/pension, Centrelink and retirement planning. Matthew is married and is a father of two. He enjoys the gym, the outdoors, spending time with family and friends and supports the Collingwood Football Club.

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  • Ian McRae

    Senior Financial Planner

    Perth, regional WA and NT

    Ian has been employed in the financial services industry as a financial planner since 1999 and specialises in the area of superannuation and retirement planning. Prior to joining us in June 2012 Ian has previously worked in an accounting firm, run his own financial planning practice and provided financial planning advice for an industry super fund so he understands the philosophy of putting the member first.

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  • James De Petra

    Financial Planner

    Ringwood and Eastern Victoria

    James De Petra will look to provide financial clarity and peace of mind for the future by working with you to achieve your personal lifestyle and financial goals. James is a qualified financial planner, providing advice in the financial services industry since 2012 and specialises in strategies around tax planning, superannuation/ pension, Centrelink and retirement planning.

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  • Lara Shearman

    Financial Planner

    Traralgon and Gippsland region

    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.

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