Financial Adviser
· YOKINE, WA
Christopher Michael Pereira
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239532
Christopher Michael Pereira is a financial adviser based in Yokine, Western Australia, with 10 years of experience in the financial services industry. Christopher is currently authorised under Symmetry Group Pty Ltd. Christopher 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 Certified Financial Planner (CFP) from Financial Advice Association Australia. Christopher 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
2011
6798 Taxation 301
Curtin University
2015
Bachelor of Commerce (Economics and Financial Planning)
Curtin University
2016
ALPA Accredited Listed Product Adviser Program
Kaplan Professional
2017
SMSFS Self Managed Superannuation Funds
Kaplan Professional
2017
Tier 1 Margin Lending
Other - Kaplan Professional
2019
Certified Financial Planner (CFP)
Financial Advice Association Australia
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
TASACL Commercial Law
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register