Greig Ian Pereira
Financial Adviser in Cheltenham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000334436
- Location
- Cheltenham VIC 3192
- Licensee
- Rubicon Financial Services Pty Ltd (AFSL 234721)
- Authorised since
- 17 August 2009
- First provided advice
- 2009
- Qualifications
- Bachelor of Arts, Monash University (1995); Grad Dip in Applied Finance & Investments, Securities Institute (2003); Graduate Diploma in Applied Finance & Investment, Securities Institute (2003); Advanced Diploma of Financial Planning, Mentor Education (2016); Ethics, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Greig Ian Pereira
Greig Ian Pereira is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cheltenham, Victoria (adviser number 000334436).
Greig provides advice as an authorised representative of Rubicon Financial Services Pty Ltd, which holds Australian financial services licence 234721. The current authorisation started on 17 August 2009.
The register records 2009 as the year Greig first provided financial advice. Qualifications and training on file include Bachelor of Arts (Monash University, 1995), Grad Dip in Applied Finance & Investments (Securities Institute, 2003) and Graduate Diploma in Applied Finance & Investment (Securities Institute, 2003). 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Greig Ian Pereira a registered financial adviser?
Yes. Greig Ian Pereira is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000334436.
Which licensee does Greig Ian Pereira work under?
Rubicon Financial Services Pty Ltd, Australian financial services licence 234721.
What can Greig Ian 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; retirement savings accounts.