Financial Adviser
· CHELTENHAM, VIC
Greig Ian Pereira
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334436
Greig Ian Pereira is a financial adviser based in Cheltenham, Victoria, with 17 years of experience in the financial services industry. Greig is currently authorised under Rubicon Financial Services Pty Ltd. Greig 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 Arts from Monash University. Greig 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
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Arts
Monash University
2003
Grad Dip in Applied Finance & Investments
Securities Institute
2003
Graduate Diploma in Applied Finance & Investment
Securities Institute
2016
Advanced Diploma of Financial Planning
Mentor Education
2019
Ethics
Ethics - Kaplan