Egbert Pereira – Financial Adviser
Adviser identifying number: 246102
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
Licence number: 253125
Licensee’s ABN: 71106823241
Licence controlled by:
The date the Financial Adviser commenced the appointment: 05/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: POLITIS INVESTMENT STRATEGIES PTY LTD
Authorised Representative identifying number: 000253125
Authorised Representative’s ABN: 71106823241
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Science (Accounting) – Southern Illinios University
- Diploma of Financial Planning – International Institute of Technology
- SMSF Specialist Advisor – SMSF Porfessional Association of Australia
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- SMSF Association – SMSF Specialist Advisor (SSA)
Egbert Pereira is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / MDA Services
- Superannuation
- All Securities