Chris Pereira work email
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Chris Pereira personal email
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When you meet with Chris as your financial adviser, you will be confident that your future is in capable hands. He comes with over 18 years’ experience in financial services – experience which is evident in how he explores your situation and what is important to you, to ultimately develop tailored strategies and deliver the financial outcomes needed to provide the life outcomes you want.You will also appreciate his passion for developing and building a ‘financial roadmap’ to help you understand what is realistically achievable and what is required to get you there.Chris’s mantra is ‘efficiency’. He continues to collaborate with his long-term clients to extract the most out of their ever-changing circumstances and stay on track.He has a Bachelor of Commerce in Economics and Financial Planning from Curtin University and holds the CERTIFIED FINANCIAL PLANNER® designation, globally recognised as the gold standard designation in financial planning.
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Financial Adviser | DirectorOpus Wealth Sep 2024 - PresentPerth, Western Australia, Australia -
Financial AdvisorPartners Wealth Group / Guild Financial Planning Mar 2016 - Aug 2024Perth, Australia -
Client Services OfficerPartners Wealth Group Feb 2015 - Mar 2016Perth, Australia
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Escalations & Distribution Queries | Customer Service Delivery (Asgard)Bt Sep 2013 - Feb 2015Perth, Australia -
Rework | Customer Service Delivery (Asgard)Bt Apr 2012 - Sep 2013Perth, Australia
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Subject-Matter Expert And Senior AdministratorBt Aug 2009 - Oct 2010Sydney, AustraliaBT Financial Group, Securitor and Licensee Select.
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Dealer Services Representative (Asgard)Bt Jan 2006 - Aug 2009Perth, AustraliaSecuritor and Licensee Select
Chris Pereira Skills
Chris Pereira Education Details
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Economics And Financial Planning -
Financial Planning Association Of AustraliaCfp® Certification Program -
High School
Frequently Asked Questions about Chris Pereira
What company does Chris Pereira work for?
Chris Pereira works for Opus Wealth
What is Chris Pereira's role at the current company?
Chris Pereira's current role is Financial Adviser | Director @ Opus Wealth.
What is Chris Pereira's email address?
Chris Pereira's email address is ch****@****.com.au
What is Chris Pereira's direct phone number?
Chris Pereira's direct phone number is +614149*****
What schools did Chris Pereira attend?
Chris Pereira attended Curtin University Of Technology, Financial Planning Association Of Australia, John Septimus Roe Anglican Community School.
What are some of Chris Pereira's interests?
Chris Pereira has interest in Civil Rights And Social Action, Animal Welfare, Arts And Culture, Human Rights.
What skills is Chris Pereira known for?
Chris Pereira has skills like Superannuation, Investments, Customer Service, Retirement Planning, Financial Planning, Insurance, Financial Advisory, Wealth Management, Financial Services, Data Analysis, Microsoft Excel, Compliance.
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Chris Pereira
Mobile Mortgage Manager | Bcp Finance | Home Loans | Business | Corporate | DevelopmentsGreater Melbourne Area1bcp-finance.com.au -
Chris Pereira
Dataops | Data Science | Ex Navy Associate | Technology Trainer | Data Analyst | #WomenintechSydney, Nsw -
Chris Pereira
Australia -
2nab.com.au, latrobefinancial.com.au
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