George Pereira

Having worked for national financial planning companies in the past, George has extensive experience in the provision of advice in risk insurance, investments and retirement planning and is focused on forming long-term relationships with his clients.

George has been awarded a Masters of Commerce (Financial Planning) and a Bachelor of Commerce through University of Western Sydney as well as having the Diploma of Financial Services (Financial Planning). He is also a director of the Sir Roden and Lady Cutler Foundation.

Email - 

George keeps an attentive eye on our investments and is attuned to our needs. He always advises of variations that will be in our best interests. He is very responsive to our queries, listens and takes note of our views. He provides a clear and concise explanation of issues and consults with us on changes he identifies in our best interest. He acts quickly on recommendations as agreed and we look forward to continuing our association.
— Malcolm and Helen, long-term clients