GREIG IAN PEREIRA
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
1995 - Bachelor of Arts - - Monash University
2003 - Grad Dip in Applied Finance & Investments - Graduate Diploma (AQF 8) - Securities Institute
2003 - Graduate Diploma in Applied Finance & Investment - - Securities Institute
2016 - Advanced Diploma of Financial Planning - - Mentor Education
2019 - Ethics - Bridging Course - Ethics - Kaplan
🏢 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.