Anthony Pereira Financial Planner Report

Name:
Anthony David Pereira

Rep Number:
000250333

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2012-11-16 onwards

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
University of Newcastle
Bachelor of Economics
Mentor Education Pty Ltd
Certificate IV in Finance and Mortgage Broking
FPA & Deakin University
Diploma of Financial Planning

Memberships
CFP Certified Financial Planner (FPA)
CFP � Certified Financial Planner (FPA)
FBAA - Finance Brokers Association of Australia
Financial Planning Association of Australia (FPA)