David Pereira
Financial Adviser
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About
David Pereira is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. David holds a Bachelor of Commerce (Business Law) from Murdoch University and a Master of Applied Finance from Kaplan Higher Education. He has also completed a Graduate Diploma of Financial Planning and a Graduate Certificate in Australian Migration Law and Practice, further enhancing his expertise. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest professional standards and ethical conduct. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management. His qualifications also extend to Self Managed Super Funds and mortgage broking. David can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, David provides clear, actionable advice tailored to your unique circumstances. Contact David today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does David Pereira offer?
David Pereira specializes in superannuation advice, insurance, wealth management, and retirement planning. He provides comprehensive financial solutions tailored to your individual needs.
What are David Pereira's qualifications?
David holds a Bachelor of Commerce (Business Law), a Graduate Diploma of Financial Planning, a Graduate Certificate in Australian Migration Law and Practice, a Master of Applied Finance, and a Certificate IV in Finance and Mortgage Broking. He continually updates his knowledge to provide the best possible advice.
What is the process for becoming a client of David Pereira?
The first step is to schedule an initial consultation where we discuss your financial goals and current situation. From there, David will develop a personalized financial plan and work with you to implement it.
What can I expect during a financial planning consultation with David Pereira?
You can expect a thorough assessment of your financial situation, a clear explanation of your options, and a collaborative approach to developing a strategy that aligns with your goals. David is committed to providing transparent and easy-to-understand advice.
How can superannuation advice from David Pereira help me?
David can help you optimize your superannuation contributions, select appropriate investment options within your super fund, and plan for a comfortable retirement. He can also advise on Self Managed Super Funds (SMSFs).
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