Greig Ian Pereira – Financial Adviser

Adviser identifying number: 334436
Status: Current
Adviser’s ABN: 17794468378
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: RUBICON FINANCIAL SERVICES LIMITED
Licence number: 234721
Licensee’s ABN: 96078265264
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/08/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RUBICON FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 234721
Authorised Representative’s ABN: 96078265264

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:

• Advanced Diploma of Financial Planning – Mentor Education
• Bachelor of Arts – Monash University
• Graduate Diploma in Applied Finance & Investment – Securities Institute

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Greig Ian Pereira is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation