George Pereira
Financial Adviser
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About
George Pereira is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney, NSW, achieve their financial goals. With a strong educational foundation, including a Diploma in Financial Services (Financial Planning) from Tribeca (2005) and a Master of Commerce (Financial Planning) from the University of Western Sydney (2012), George possesses the knowledge and experience to provide comprehensive financial advice. George further enhanced his expertise with specialized training in Margin Lending and Geared Investments, Self Managed Super Funds, and the Accredited Listed Product Adviser Program, all from Kaplan Professional. As a member of the Financial Advice Association of Australia (FAAA), George adheres to the highest ethical and professional standards. Authorised to provide advice on a wide range of financial products, including superannuation, insurance, and retirement planning, George offers tailored strategies to meet each client's unique circumstances. He specialises in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, ensuring clients have access to the solutions they need to secure their financial future. • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Risk management Ready to take control of your financial future? Contact George today for a consultation.
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Frequently Asked Questions
What types of financial advice does George Pereira offer?
George Pereira provides advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. He creates personalised strategies to help you achieve your financial objectives.
What are George Pereira's qualifications?
George holds a Diploma in Financial Services (Financial Planning), a Master of Commerce (Financial Planning), and has completed specialized training in margin lending, self-managed super funds, and listed products. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with George?
During your initial consultation, George will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How does George Pereira stay up-to-date with the latest financial regulations?
As a member of the Financial Advice Association of Australia (FAAA) and through ongoing professional development, George remains current with industry changes and regulations to ensure his clients receive the most accurate and relevant advice.
How can George help me plan for my retirement?
George can help you develop a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. He can advise you on superannuation strategies, investment options, and insurance solutions to help you achieve a comfortable retirement.
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