Financial Adviser
· SYDNEY, NSW
George Pereira
No disciplinary history on record with ASIC
SYDNEY,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302076
About George Pereira
George Pereira is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. George is currently authorised under Finchley & Kent, operating through Futurum Financial Planning. George holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). George's qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney. George is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma Financial Services (Financial Planning)
Tribeca
2012
Margin Lending and Geared Investments
Kaplan Professional
2012
Master of Commerce (Financial Planning)
University of Western Sydney
2012
Self Managed Super Funds
Kaplan Professional
2014
Accredited Listed Product Adviser Program
Kaplan Professional