CHRISTOPHER MICHAEL PEREIRA

Financial Adviser Β· South Perth, WA

Registered

Registration Number

001239532

Registration Status

Registered

Location

South Perth, WA 6151

Providing Advice Since

2016

Registration Date

23/02/2016

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

πŸ“š Qualifications & Training

2011 - 6798 Taxation 301 - Other - Curtin University
2015 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University
2016 - ALPA Accredited Listed Product Adviser Program - Other - Kaplan Professional
2017 - SMSFS Self Managed Superannuation Funds - Other - Kaplan Professional
2017 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - TASACL Commercial Law - Other - Kaplan Professional

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.