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@futurumfp.com.au
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George Pereira Cfp® is listed as Founder and Director of Financial Planning at Futurum Financial Planning at Capitalwise, a company with 6 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.
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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.
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Australia
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.
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.
Sydney And Canberra
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.
Chatswood
*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.
Sydney, Australia
*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.
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George Pereira Cfp® works for Capitalwise.
George Pereira Cfp® is listed as Founder and Director of Financial Planning at Futurum Financial Planning at Capitalwise.
AeroLeads has found 2 work email signals at @futurumfp.com.au for George Pereira Cfp® at Capitalwise.
George Pereira Cfp® is based in Sydney, New South Wales, Australia while working with Capitalwise.
George Pereira Cfp® has worked for Capitalwise, Sir Roden & Lady Cutler Foundation, Futurum Financial Planning, Proplan Financial Solutions, and Hudson Advisory Group.
George Pereira Cfp®'s colleagues at Capitalwise include Jenny Zhou.
You can use AeroLeads to view verified contact signals for George Pereira Cfp® at Capitalwise, including work email, phone, and LinkedIn data when available.
George Pereira Cfp® holds Master Of Commerce, Financial Planning And Services from University Of Western Sydney.
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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