James De Petra

Equipsuper Financial Planning

12 Yrs Experience
Melbourne, VIC 3000

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.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Bachelor of Commerce (Finance and Financial Planning)
  • Language spoken
    • English

Equipsuper Financial Planning

Level 12, 330 Collins Street
Melbourne, VIC 3000

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Equipsuper Financial Planning

AFSL 455010