Greig Pereira

Rubicon Financial Services Pty Ltd

Gold
15 Yrs Experience
Cheltenham, VIC 3192

Rubicon Financial Services Pty Ltd

Suite 4, 1253 Nepean Hwy
Cheltenham, VIC 3192

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

Licensed by

Rubicon Financial Services Pty Ltd

AFSL 234721