DAVID GERARD DOMINIC PEREIRA

Financial Adviser Β· Perth, WA

Registered

Registration Number

000344255

Registration Status

Registered

Location

Perth, WA 6000

Providing Advice Since

2010

Registration Date

26/07/2024

Financial Services Licensee

ALETHIA PARTNERS PTY LTD

Licence #000557729

πŸ“š Qualifications & Training

2008 - Bachelor of Commerce (Business Law) - Bachelor Degree (AQF 7) - Murdoch University
2010 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2013 - Graduate Certificate in Australian Migration Law and Practice - Graduate Certificate (AQF 8) - Murdoch University
2014 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
2015 - FNS40211 Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional Education Pyt Ltd
2017 - Self Managed Super Funds - - Monarch Institute

🏒 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.