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