George Pereira Cfp® Email and Phone Number
George Pereira Cfp® work email
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George Pereira Cfp® personal email
When your values are clear your decisions are easy - Roy DisneyWhats important about money to you? We don't start with your bank statements or investment needs but with your values. Why you want to achieve your goals is where every first interview should start as Financial Planning is more than just about managing your money. George aligns your financial choices with your most important goals and your most deeply held values and works with you to put your entire financial house in perfect order and keep it that way forever. It is this belief that led him to start Futurum Financial Planning where he could focus on helping people.You don’t need a large bank balance to work with George, only a deep desire to organise and take control of your financial situation with George taking the role of your financial coach. You can have the highest level of confidence that no matter what happens in markets, the economy, or the world, that you will achieve your goals.As well as ensuring your financial well being, George also believes in giving back to the community which led to him becoming a Director of the Sir Roden and Lady Cutler Foundation. By volunteering his time on the board, George is able to help ensure that lack of money does not stop anyone from being able to seek treatment or attend Dr appointments regardless of distance.
Capitalwise
View- Website:
- capitalwise.com.au
- Employees:
- 6
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Financial PlannerCapitalwise Feb 2017 - PresentAustraliaWe have a proven record in assisting clients achieve their individual life dreams through quality tailored financial advice. Our number one focus is our clients. As a boutique business, we can offer truly personalised service and be available for clients whenever they need our help. -
George Pereira - DirectorSir Roden & Lady Cutler Foundation Nov 2012 - PresentThe Sir Roden & Lady Cutler Foundation aims to provide needy Australians and their carers with the transport and financial support necessary to maintain and enhance their quality of life.
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George Pereira - Founder And Director Of Financial PlanningFuturum Financial Planning Jan 2012 - PresentSydney And CanberraA new concept in financial planning focused on more than just investments and returns. This is a financial planning company focused on your future goals whether they be financial or personal. We will be a true "fee for service" financial planning organisation that will put strategy first and product second!We service clients Australia-wide and have offices in Sydney and Canberra. -
George Pereira - Head Of Financial PlanningProplan Financial Solutions Jun 2006 - Jan 2012Chatswood*Managing the financial planning department;*Providing advice in all areas of financial planning;*Proactive engagement with customers at every opportunity to identify immediate and longer term needs, offering possible options and solutions;*Fulfillment of those customer needs by providing unmatched service and solutions from an accredited set of products, involving identification of opportunities to provide broader customer focused solutions; *Consistent approach in working towards delivery of superior customer service.
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George Pereira - Nsw Financial AdviserHudson Advisory Group Mar 2009 - Sep 2009Sydney, Australia
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Senior Financial AdviserWright Patton Shakespeare Mar 2004 - Jun 2006*Actively managing and training 2 members of the Advisory Services Team;*Analysing clients situations and making recommendations for various situations;*Reviewing all insurance and managed funds clients of WPS; *Presenting insurance and managed funds recommendations to all WPS interstate clients.*Sourcing and securing new business (via telemarketing and cold calls) and compiling regular reports to analyse business.
George Pereira Cfp® Skills
George Pereira Cfp® Education Details
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Financial Planning And Services -
Bachelor Of Commerce -
Tribeca LearningDiploma Of Financial Services (Financial Planning) -
Accredited Listed Product Adviser -
Self Managed Superannuation Funds -
Margin Lending And Geared Investments
Frequently Asked Questions about George Pereira Cfp®
What company does George Pereira Cfp® work for?
George Pereira Cfp® works for Capitalwise
What is George Pereira Cfp®'s role at the current company?
George Pereira Cfp®'s current role is Founder and Director of Financial Planning at Futurum Financial Planning.
What is George Pereira Cfp®'s email address?
George Pereira Cfp®'s email address is ge****@****.com.au
What schools did George Pereira Cfp® attend?
George Pereira Cfp® attended University Of Western Sydney, University Of Western Sydney, Tribeca Learning, Kaplan Professional, Kaplan Professional, Kaplan Professional.
What skills is George Pereira Cfp® known for?
George Pereira Cfp® has skills like Investments, Superannuation, Strategic Financial Planning, Financial Services, Financial Planning, Wealth, Wealth Management, Income Protection, Retirement Planning, Insurance, Financial Advisory, Investment Strategies.
Who are George Pereira Cfp®'s colleagues?
George Pereira Cfp®'s colleagues are Jenny Zhou.
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