The Chartered Institute for Securities & Investment (The CISI)
Diploma (Level 4) (Investment Advice)
Queensland University of Technology
Bachelor's Degree (Finance, Accounting)
Kaplan Professional
Diploma (RG146) (Financial Planning and Services)
Iona College Brisbane
Anglican Church Grammar School (Churchie)
Oliver Pereira's Skills
Microsoft Office
Finance
Financial Services
Management
Financial Planning
Accounting
Investments
Teamwork
Customer Service
Equities
Oliver Pereira's Summary
Oliver Pereira, based in United Kingdom, is currently a Partner at Clearwater Wealth Management, Principal Practice of St. James’s Place Wealth Management at St. James’s Place Wealth Management, bringing experience from previous roles at WILSONS and Moore Stephens Queensland. Oliver Pereira holds a Diploma (Level 4) in Investment Advice @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Microsoft Office, Finance, Financial Services, Management, Financial Planning and more, Oliver Pereira contributes valuable insights to the industry. Oliver Pereira has 1 email on RocketReach.