Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARNERS BAY, NSW

Anthony David Pereira

29 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000250333

Anthony David Pereira is a financial adviser based in Warners Bay, New South Wales, with 29 years of experience in the financial services industry. Anthony is currently authorised under Charter Financial Planning Limited. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from University of Newcastle. Anthony is a member of CFP - Certified Financial Planner (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Economics
University of Newcastle
2001
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2017
Certificate IV in Finance and Mortgage Broking
Mentor Education Pty Ltd
2019
Diploma of Finance and Mortgage Broking Management
AAMC Training Group
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Nov 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Jan 2004 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register