GEORGE PEREIRA (Adviser# 000302076) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | GEORGE PEREIRA |
| Adviser Number | 000302076 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000478766 SAMBE INVESTMENTS PTY. LIMITED |
| Adviser Start Date | 2017-02-01 |
| Appointing Representative Name | FUTURUM FINANCIAL PLANNING PTY. LTD. |
| Appointing Representative Number | 000417290 |
| Appointing Representative ABN | 75155167374 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Professional |
| Diploma Financial Services (Financial Planning) | Tribeca |
| Margin Lending and Geared Investments | Kaplan Professional |
| Master of Commerce (Financial Planning) | University of Western Sydney |
| Self Managed Super Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000478766 | SAMBE INVESTMENTS PTY. LIMITED | 2017-02-01 - | FUTURUM FINANCIAL PLANNING PTY. LTD. |
| 000230323 |
CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2014-09-26 - 2017-02-01 | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| 000238307 | MY ADVISER PTY LTD | 2006-06-19 - 2014-09-26 |
| Licence Name | SAMBE INVESTMENTS PTY. LIMITED |
| Licence Number | 000478766 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.