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 4.90
  • 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

4.90
8 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—8 of 8

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5.00

"cameron has at all times been openly available for advice and support whenever required. his advice has been sage and considered and he has always had constructive information that is easily understood and in my best interests. He is a great asset to your organisation, always pleasant and courteous and symbolises all that your brand indicates."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron has assisted us to develop our financial strategies for retirement. The work undertaken has enabled us to fully understand what actions are required to meet our goals. Through Camerons ability to develop clear objectives through gaining a comprehensive understanding of our specific circumstances has ensured we stay motivated to stay on track which is extremely important for us. Developing strategies for protecting our position through insurance has been very comforting. Cameron has high level skills, and alway exceeds our expectations."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Cameron manages and advises me in regards to my superannuation investments and my pension annuity. We meet.semi-annually where Cameron brings me up to date on the current markets and suggests changes to my investments. He also regularly advises me via email should the need arise. I am confident in Cameron’s knowledge of the financial marketplace and his ability to manage my investments to my advantage."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Would highly recommend Cameron. My aims have been exceeded by Cameron."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Cameron to be honest and ethical in our dealings with him. His skill set and knowledge across our various investments is commendable. We are very satisfied with the service and advice he is providing."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Cameron to be obliging, helpful and always available to discuss and assist with any matters concerning my investments. I feel fortunate to have him as an advisor as his skill, knowledge and expertise has allowed me to enjoy my retirement without any concerns."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron has taken over from Gordon Campbell,our original adviser,and we are very happy with the changeover."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron has been our Financial Adviser with Genesys for the past 1O years and we are very happy with their advise. Bill & Beth."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2010

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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