George Pereira
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000302076
- Location
- Sydney NSW 2000
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169); MBT Management Pty Ltd (AFSL 238443)
- Authorised since
- 16 July 2024
- First provided advice
- 2004
- Qualifications
- Diploma Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Professional (2012); Master of Commerce (Financial Planning), University of Western Sydney (2012); Self Managed Super Funds, Kaplan Professional (2012); Accredited Listed Product Adviser Program, Kaplan Professional (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 George Pereira
George Pereira is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000302076).
The licensee George advises under is Finchley & Kent Pty Ltd (AFS licence 555169). The register also lists MBT Management Pty Ltd (licence 238443). That authorisation dates from 16 July 2024.
According to the register, George first provided financial advice in 2004. The qualifications listed for George include Diploma Financial Services (Financial Planning) (Tribeca, 2005), Margin Lending and Geared Investments (Kaplan Professional, 2012) and Master of Commerce (Financial Planning) (University of Western Sydney, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 George Pereira a registered financial adviser?
Yes. George Pereira is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302076.
Which licensee does George Pereira work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169 and MBT Management Pty Ltd, Australian financial services licence 238443.
What can George 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.