Egbert Pereira Financial Planner Report

Name:
Egbert Pereira

Rep Number:
000246102

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2016-05-05 onwards

Licensee
Name:

Number:
000253125

ABN:
71 106 823 241

Appointed By
Name:
Politis Investment Strategies Pty Ltd

Licence Number:
000253125

ABN:
71 106 823 241

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Life Risk Insurance Products
MDA Services
All Securities
Superannuation

Qualifications
Southern Illinios University
Bachelor of Science (Accounting)
International Institute of Technology
Diploma of Financial Planning
SMSF Porfessional Association of Australia
SMSF Specialist Advisor

Memberships
CPA Australia (CPA)
SMSF Association - SMSF Specialist Advisor (SSA)