Hello, my name is James De Petra and I am a financial planner with Equip and Catholic Super. I have been helping clients achieve their financial goals for over 11 years.
I believe that financial planning is not just about numbers, but about understanding your values, dreams, and aspirations. That’s why I take the time to listen to your unique situation, analyze your current and future needs, and create a customized plan that suits your lifestyle and preferences.
Whether you are looking for retirement planning, investment advice, tax strategies, estate planning, or any other aspect of financial planning, I have the expertise and resources to help you. I
My mission is to help you make smart financial decisions that will enhance your quality of life and give you peace of mind. I am committed to providing you with ongoing support and guidance, and to adjusting your plan as your circumstances change.
If you are interested in working with me, please contact me. I look forward to hearing from you soon.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2012
- Years of experience 11
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Highest qualification
- Bachelor of Commerce (Finance and Financial Planning)
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Language spoken
- English
Equipsuper Financial Planning
Level 12, 330 Collins StreetMelbourne, VIC 3000

Meeting methods
- In person
- Phone
- Video call
Licensed by
Equipsuper Financial Planning
AFSL 455010
