GREIG IAN PEREIRA


Licensee: RUBICON FINANCIAL SERVICES LIMITED

GREIG IAN PEREIRA (Adviser# 000334436) 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 August 17, 2009.

Adviser Overview

Register Name Financial Advisers
Adviser Name GREIG IAN PEREIRA
Adviser Number 000334436
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 17794468378
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000234721
RUBICON FINANCIAL SERVICES LIMITED
Licence ABN 96078265264
Adviser Start Date 2009-08-17
Appointing Representative Name RUBICON FINANCIAL SERVICES LIMITED
Appointing Representative Number 000234721
Appointing Representative ABN 96078265264
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • GREIG IAN PEREIRA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes Own Managed Only
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Mentor Education
Bachelor of Arts Monash University
Graduate Diploma in Applied Finance & Investment Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234721 RUBICON FINANCIAL SERVICES LIMITED 2009-08-17 - RUBICON FINANCIAL SERVICES LIMITED

Licensee Information

Licence Name RUBICON FINANCIAL SERVICES LIMITED
Licence Number 000234721
Licence ABN 96078265264

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RAYMOND HAROLD COSTELLO Rubicon Financial Services Limited Ceased 2003-09-12
THOMAS MATTHEW DAVIE Rubicon Financial Services Limited Ceased 2003-09-12

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RAYMOND HAROLD COSTELLO Rubicon Financial Services Limited Ceased 2003-09-12
THOMAS MATTHEW DAVIE Rubicon Financial Services Limited Ceased 2003-09-12

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Dataset Information


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.