ANTHONY DAVID PEREIRA
Financial Adviser · Warners Bay, NSW
📚 Qualifications & Training
1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle
2001 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2015 - Self Managed Superannuation Funds - Other - Mentor Education Pty Ltd
2017 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2017 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Mentor Education Pty Ltd
2019 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CFP – Certified Financial Planner (FPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.