David Gerard Dominic Pereira – Financial Adviser
Adviser identifying number: 344255
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: MYPLANNER AUSTRALIA PTY LTD
Licence number: 345905
Licensee’s ABN: 28140520225
Licence controlled by:
The date the Financial Adviser commenced the appointment: 07/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER AUSTRALIA PTY LTD
Authorised Representative identifying number: 345905
Authorised Representative’s ABN: 28140520225
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:
- Graduate Diploma of Financial Planning – Kaplan Professional
- Master Applied Finance & Investment – Kaplan Professional
- RG146 SMSF – SMSF101
Relevant memberships of professional bodies or industry associations:
David Gerard Dominic 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
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation