Financial Adviser
· PERTH, WA
David Gerard Dominic Pereira
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000344255
David Gerard Dominic Pereira is a financial adviser based in Perth, Western Australia, with 16 years of experience in the financial services industry. David is currently authorised under Alethia Partners Pty Ltd. David 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 Master of Applied Finance from Kaplan Higher Education Pty Ltd. David 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Business Law)
Murdoch University
2010
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2013
Graduate Certificate in Australian Migration Law and Practice
Murdoch University
2014
Master of Applied Finance
Kaplan Higher Education Pty Ltd
2015
FNS40211 Certificate IV in Finance and Mortgage Broking
Kaplan Professional Education Pyt Ltd
2017
Self Managed Super Funds
Monarch Institute
Registration History
TOTAL WEALTH PLANNING PTY LTD
MYPLANNER PROFESSIONAL SERVICES PTY LTD
No restrictions
A.C.N. 140 520 225 PTY LTD
CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register