GEORGE PEREIRA

Financial Adviser · Kogarah, NSW

Registered

Registration Number

000302076

Registration Status

Registered

Location

Kogarah, NSW 2217

Providing Advice Since

2004

Registration Date

21/01/2025

Financial Services Licensee

MIPLAN ADVISORY PTY LTD

Licence #000485478

📚 Qualifications & Training

2005 - Diploma Financial Services (Financial Planning) - - Tribeca
2012 - Margin Lending and Geared Investments - - Kaplan Professional
2012 - Master of Commerce (Financial Planning) - - University of Western Sydney
2012 - Self Managed Super Funds - - Kaplan Professional
2014 - Accredited Listed Product Adviser Program - - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
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.