Greig Pereira
Financial Adviser
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About
Greig Pereira is an ASIC-registered financial adviser dedicated to helping clients in Cheltenham, VIC, and across Australia achieve their financial goals. With a solid educational foundation including a Bachelor of Arts from Monash University (1995), a Graduate Diploma in Applied Finance & Investments from the Securities Institute (2003), and an Advanced Diploma of Financial Planning from Mentor Education (2016), Greig possesses the knowledge and expertise to provide comprehensive financial advice. His commitment to ethical practice is underscored by completing Ethics training through Kaplan in 2019. As a member of the Financial Advice Association of Australia (FAAA), Greig adheres to the highest professional standards. Greig is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting tailored strategies for retirement planning, ensuring clients can look forward to a financially secure future. Greig can also assist with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Greig Pereira today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Greig Pereira offer?
Greig Pereira provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What are Greig Pereira's qualifications?
Greig Pereira holds a Bachelor of Arts from Monash University, a Graduate Diploma in Applied Finance & Investments from the Securities Institute, and an Advanced Diploma of Financial Planning from Mentor Education. He also completed Ethics training through Kaplan.
How does Greig Pereira approach financial planning?
Greig takes a client-centered approach, focusing on understanding your unique circumstances and goals to develop a personalized financial plan. He prioritizes clear communication and ongoing support to help you stay on track.
What can I expect during my first meeting with Greig Pereira?
During your initial consultation, Greig will discuss your financial situation, goals, and risk tolerance. This meeting is an opportunity for you to ask questions and determine if his services are the right fit for your needs. It’s a no-obligation discussion to explore how he can help you.
Why should I choose Greig Pereira as my financial adviser?
Greig Pereira combines extensive qualifications, membership with the Financial Advice Association of Australia (FAAA), and a commitment to ethical practice to provide trusted and reliable financial advice. He focuses on building long-term relationships with his clients, guiding them toward financial success.
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