Financial Adviser · YOKINE, WA

Christopher Michael Pereira

YOKINE, WA

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001239532

Currently at

Opus Wealth

Subiaco, WA (firm address)

View firm profile

Christopher Michael Pereira is a financial adviser based in Yokine, Western Australia, with 10 years of experience in the financial services industry since 2016. Christopher is currently authorised under Symmetry Group, operating through Opus Wealth. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia. Christopher is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011

6798 Taxation 301

Curtin University

2015

Bachelor of Commerce (Economics and Financial Planning)

Curtin University

2016

ALPA Accredited Listed Product Adviser Program

Kaplan Professional

2017

SMSFS Self Managed Superannuation Funds

Kaplan Professional

2017

Tier 1 Margin Lending

Other - Kaplan Professional

2019

Certified Financial Planner (CFP)

Financial Advice Association Australia

2023

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2024

TASACL Commercial Law

Kaplan Professional

Registration History

Symmetry Group Pty Ltd

Sep 2024 - Present Current

Charter Financial Planning Limited

Feb 2016 - Aug 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register