Anthony David Pereira
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250333
- Location
- Warners Bay NSW 2282
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 16 November 2012
- First provided advice
- 1997
- Qualifications
- Bachelor of Economics, University of Newcastle (1993); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); Certificate IV in Finance and Mortgage Broking, Mentor Education Pty Ltd (2017); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Memberships
- CFP – Certified Financial Planner (FPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony David Pereira
Anthony David Pereira is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warners Bay, New South Wales (adviser number 000250333).
The licensee Anthony advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 16 November 2012.
According to the register, Anthony first provided financial advice in 1997. The qualifications listed for Anthony include Bachelor of Economics (University of Newcastle, 1993), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011). Professional memberships recorded: CFP – Certified Financial Planner (FPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Anthony David Pereira a registered financial adviser?
Yes. Anthony David Pereira is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250333.
Which licensee does Anthony David Pereira work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Anthony David Pereira give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."