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Cameron Pereira

Financial Adviser

Unica Wealth Pty Ltd
Hobart, TAS 7000

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About

Cameron Pereira is an ASIC-registered financial adviser based in Hobart, Tasmania, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Cameron holds a Bachelor of Commerce from the University of Tasmania (2004), a Graduate Diploma of Financial Planning and a Master of Applied Finance from Kaplan Professional (2010). Furthering his expertise, he completed the ASX Accredited Listed Products Adviser (ALPA) Program, Margin Lending and Geared Investments accreditation, and Self-Managed Superannuation Funds accreditation, all through Kaplan Professional. Cameron is also a proud member of the Financial Advice Association of Australia (FAAA). Cameron is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Cameron today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Investment Strategies Insurance Solutions SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000490523

Verify on ASIC Register

Authorised Representative Number

000289207

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Cameron Pereira offer?

Cameron Pereira provides comprehensive financial advice including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He tailors his advice to meet your unique financial situation and goals.

What are Cameron Pereira's qualifications?

Cameron holds a Bachelor of Commerce, a Graduate Diploma of Financial Planning, a Master of Applied Finance, and specialist accreditations including the ASX Accredited Listed Products Adviser (ALPA) Program. He continually updates his knowledge to provide the best possible advice.

How does the advice process work with Cameron Pereira?

The advice process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Cameron will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews are conducted to ensure the plan remains aligned with your evolving needs.

What can I expect from a financial planning session with Cameron Pereira?

You can expect a professional, informative, and collaborative experience. Cameron will take the time to listen to your concerns, answer your questions, and provide clear, unbiased advice to help you make informed financial decisions.

Does Cameron Pereira provide advice on Self-Managed Superannuation Funds (SMSFs)?

Yes, Cameron is accredited in Self-Managed Superannuation Funds and can provide advice on all aspects of establishing and managing an SMSF.

Get in Touch

Contact Cameron directly for personalised advice.

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