Cameron Pereira

Unica Wealth Pty Ltd

Gold
17 Yrs Experience
Hobart, TAS 7000

Cameron is Private Client Adviser and one of the founding partners of UNICA Wealth, having previously worked as an adviser with Genesys Wealth Advisers.  His roles prior to advising include financial planning compliance with IOOF and funds management with Tasmanian Perpetual Trustees.  Cameron also worked in United Kingdom with AEGON - Scottish Equitable. 

Cameron holds a Bachelor of Commerce, Graduate Diploma in Financial Planning, Masters in Applied Finance and has completed the Certified Financial Planning as well as Life Risk Specialist program. 

Cameron was recognised by the Financial Planning Association by receiving the 2014 Financial Planner AFP® of the Year Award - State Winner (Tasmania).

Whilst Cameron provides advice on all aspects of financial planning, his specific area of expertise is assisting clients in the transition from working life into retirement.

UNICA Wealth offer prospective clients an initial meeting with no obligation.  During this meeting, we will have the opportunity to discuss your objectives and we may be able to assist you in achieving them.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 8
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Unica Wealth Pty Ltd

Level 1, 160 Collins Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sgn Financial Pty Ltd

AFSL 490523