Privacy Notice: We use cookies to improve your experience on our website. You can find out more and opt out by clicking here.

menu

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

    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.

  • Paula Siddle

    Financial Planner

    Paula has six years’ experience as a financial planner, having worked in the financial planning industry since 2004. As a Gippsland local, Paula joined Equip Financial Planning in October 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 Diploma of Financial Planning. She will complete her Masters in Financial Planning in 2020.

  • 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.

     

Contact us

Check your retirement income with the Equip calculator

Get in touch

Do you need additional assistance?

Fill in your details, and Equip’s Member Services team will call you back.

Thank you. An Equip representative will be in touch shortly.