“BANKS NOW OWN OR CONTROL UP TO 80% OF THE COUNTRY’S FINANCIAL PLANNERS”
‘Banking Bad’ - Four Corners, 5 May 2014
Passionate about unbiased financial advice, David Pereira is an experienced financial planner working in Perth, Western Australia. His aim with clients is to ensure that their wealth is being managed the best possible way while disregarding the vested interests of the banks. He is known for his technical expertise in Self Managed Superannuation, Transition to Retirement Strategies and Business Succession Planning.
David has spent the last decade in working in Financial Services, and holds a Masters of Applied Finance, a Post Graduate Diploma in Financial Planning, a Post Graduate certificate in Australian Migration Law, and a Bachelor of Commerce (Business Law).