Anthony David Pereira – Financial Adviser

Adviser identifying number: 250333
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 16/11/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 234665
Authorised Representative’s ABN: 35002976294

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 Economics – University of Newcastle
• Certificate IV in Finance and Mortgage Broking – Mentor Education Pty Ltd
• Diploma of Financial Planning – FPA & Deakin University

Relevant memberships of professional bodies or industry associations:

• CFP Certified Financial Planner (FPA)
• CFP ? Certified Financial Planner (FPA)
• FBAA – Finance Brokers Association of Australia
• Financial Planning Association of Australia (FPA)

Anthony David Pereira is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility