MenuAnthony Pereira CFP®
About Me
As a Senior Financial Planner with 27 years industry experience I am passionate about supporting and inspiring change in peoples' lives. As Practice Principal my vision is to grow a Financial Services business that has a deeper relationship with clients supporting them with financial and life journey. My qualifications include: Bachelor of Economics, Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Management and Justice of the Peace.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 28 Years -
Licensed By Charter Financial Planning Limited
