Financial Adviser · COMO, WA

Darryn-lee Pereira

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000410921

Darryn-lee Pereira is a financial adviser based in Como, Western Australia, with 15 years of experience in the financial services industry. Darryn-lee is currently authorised under Consultum Financial Advisers Pty Ltd. Darryn-lee 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 Commerce (Management and Marketing) from Curtin University of Technology. Darryn-lee 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

2009
Bachelor of Commerce (Management and Marketing)
Curtin University of Technology
2009
Estate Planning and Professional Responsibilities
University of Western Sydney
2009
Planning for Retirement
University of Western Sydney
2009
Principles of Financial Planning
University of Western Sydney
2010
Insurance and Risk Management
University of Western Sydney
2011
Diploma of Financial Planning FNS50804
Pinnacle Financial Services Academy
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2015
Advanced Diploma of Financial Planning
Pinnacle
2024
Accredited Listed Product Adviser Program
Kaplan Professional Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Feb 2021 - May 2021 Ceased
Nov 2019 - Nov 2020 Ceased
Dec 2015 - Nov 2019 Ceased
MAGNITUDE GROUP PTY LTD
May 2015 - Oct 2015 Ceased
not authorised to provide advice in Self Managed Superannuation Funds
GENESYS WEALTH ADVISERS PTY LIMITED
Jun 2013 - May 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Sep 2011 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register