Oliver Pereira

Oliver Pereira is a Private Wealth Adviser with Canaccord Genuity, based on the Sunshine Coast, specialising in investment strategy, superannuation, and retirement planning.

He works with professionals, business owners, and retirees at different stages of life — from building wealth and optimising financial structures through to preparing for and funding retirement. Many clients engage Oliver to understand whether they are on track, what needs to change, and how to make confident, informed financial decisions.

Oliver’s advice focuses on:

• Investment portfolio construction and asset allocation
• Superannuation and SMSF structuring
• Retirement readiness and income strategy
• Managing risk as markets and personal circumstances evolve

His approach is straightforward and practical — simplifying decision-making, removing unnecessary noise, and ensuring each strategy has a clear purpose aligned to long-term objectives.

Before returning to Australia, Oliver gained international experience in London with a FTSE 100-listed wealth management firm, developing a broad perspective across global markets and investment strategies which he now applies in an Australian context.

Working within a national wealth management firm, Oliver combines institutional-grade research and investment capability with a personalised, relationship-driven service. He also collaborates closely with accountants and legal advisers to deliver coordinated, well-rounded advice outcomes.

Oliver’s philosophy is simple: good advice should be clear, relevant, and actionable — giving clients confidence in their financial direction, whether they are building wealth, refining their strategy, or preparing for retirement.

If you’re unsure whether your current approach is working, or simply want a second opinion, Oliver welcomes a conversation.