Anthony Perree
Financial Adviser in Oakleigh, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231896
- Location
- Oakleigh VIC 3166
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 July 2003
- First provided advice
- 2001
- Qualifications
- Bachelor of Economics, Monash University (1990); Margin Lending & Geared Investments, Kaplan Professional (2010)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Perree
Anthony Perree is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Oakleigh, Victoria (adviser number 000231896).
Anthony provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 1 July 2003.
The register records 2001 as the year Anthony first provided financial advice. The qualifications listed for Anthony include Bachelor of Economics (Monash University, 1990) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony Perree a registered financial adviser?
Yes. Anthony Perree is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231896.
Which licensee does Anthony Perree work under?
Count Financial Limited, Australian financial services licence 227232.
What can Anthony Perree 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.