Steve Perera is Chartered


Steve Perera became a Chartered Financial Planner on 2 July 2007.

To qualify for Chartered status you must satisfy the following criteria:

  • hold a professional level qualification: Advanced Diploma in Financial Planning (equivalent to first degree level)
  • Have five years’ relevant industry experience (not necessarily post-qualification)
  • Be a member of the Personal Finance Society
  • Adhere to the Personal Finance Society’s Code of Ethics
  • Be able to demonstrate that your continuing professional development is up-to-date and that you are commited to an ongoing programme of continuing professional development.


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