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George Pereira Cfp® Email & Phone Number
George Pereira - Founder and Director of Financial Planning
at
Futurum Financial Planning
2 work emails found
@futurumfp.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
George Pereira - Founder and Director of Financial Planning
Location
Sydney, New South Wales, Australia
Company size
Who is George Pereira Cfp®? Overview
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Quick answer
George Pereira Cfp® is listed as George Pereira - Founder and Director of Financial Planning at Futurum Financial Planning, a with 1 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at futurumfp.com.au and a matched LinkedIn profile for George Pereira Cfp®.
George Pereira Cfp® previously worked as Financial Planner at Capitalwise and George Pereira - Director at Sir Roden & Lady Cutler Foundation. George Pereira Cfp® holds Master Of Commerce, Financial Planning And Services from University Of Western Sydney.
Company email context
Email format at Futurum Financial Planning
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{first}@futurumfp.com.au
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AeroLeads found 2 current-domain work email signals for George Pereira Cfp®. Compare company email patterns before reaching out.
Profile bio
About George Pereira Cfp®
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.
Listed skills include Investments, Superannuation, Strategic Financial Planning, Financial Services, and 38 others.
Current workplace
George Pereira Cfp®'s current company
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Futurum Financial Planning
7 roles
George Pereira Cfp® work experience
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Financial Planner
We 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 - Director
Sir Roden & Lady Cutler Foundation
The 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.
George Pereira - Founder And Director Of Financial Planning
A 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 Planning
Proplan Financial Solutions
*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.
Jun 2006 - Jan 2012
George Pereira - Nsw Financial Adviser
Hudson Advisory Group
Mar 2009 - Sep 2009
Senior Financial Adviser
Wright Patton Shakespeare
*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.
Mar 2004 - Jun 2006
6 education records
George Pereira Cfp® education
Master Of Commerce, Financial Planning And Services
Bachelor Of Commerce
Diploma Of Financial Services (Financial Planning)
Tribeca Learning
Accredited Listed Product Adviser
Self Managed Superannuation Funds
Margin Lending And Geared Investments
FAQ
Frequently asked questions about George Pereira Cfp®
Quick answers generated from the profile data available on this page.
What company does George Pereira Cfp® work for?
George Pereira Cfp® works for Futurum Financial Planning.
What is George Pereira Cfp®'s role at Futurum Financial Planning?
George Pereira Cfp® is listed as George Pereira - Founder and Director of Financial Planning at Futurum Financial Planning.
What is George Pereira Cfp®'s email address?
AeroLeads has found 2 work email signals at @futurumfp.com.au for George Pereira Cfp® at Futurum Financial Planning.
Where is George Pereira Cfp® based?
George Pereira Cfp® is based in Sydney, New South Wales, Australia while working with Futurum Financial Planning.
What companies has George Pereira Cfp® worked for?
George Pereira Cfp® has worked for Futurum Financial Planning, Capitalwise, Sir Roden & Lady Cutler Foundation, Proplan Financial Solutions, and Hudson Advisory Group.
How can I contact George Pereira Cfp®?
You can use AeroLeads to view verified contact signals for George Pereira Cfp® at Futurum Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did George Pereira Cfp® attend?
George Pereira Cfp® holds Master Of Commerce, Financial Planning And Services from University Of Western Sydney.
What skills is George Pereira Cfp® known for?
George Pereira Cfp® is listed with skills including Investments, Superannuation, Strategic Financial Planning, Financial Services, Financial Planning, Wealth, Wealth Management, and Income Protection.
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