Oliver Pereira CFP®
About Me
Oliver Pereira CFP, SSA is a Financial Adviser based on the Sunshine Coast, Queensland. As a Certified Financial Planner and SMSF Specialist Adviser, he works with individuals and families to develop and implement strategies across retirement planning, superannuation and investment portfolios.
Oliver’s approach focuses on providing clear, practical advice, ensuring clients’ financial decisions are aligned with their long-term objectives and risk profile. He has particular experience supporting clients approaching retirement or managing complex superannuation and SMSF structures.
He works closely with other professional advisers, including accountants and legal practitioners, to deliver coordinated and effective outcomes.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 8 Years