David Gerard Dominic Pereira
LEGACY WEALTH MANAGEMENT AUSTRALIA PTY LTD · Perth WA 6000 · Advising since 2010
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000344255
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ALETHIA PARTNERS PTY LTD · AFSL 557729Through authorised representative LEGACY WEALTH MANAGEMENT AUSTRALIA PTY LTD (no. 001311708)Since 3 April 2025
- Principal business address
- Perth WA 6000
- First year providing advice
- 2010
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTApr 2025 – presentALETHIA PARTNERS PTY LTD · AFSL 557729Through authorised representative LEGACY WEALTH MANAGEMENT AUSTRALIA PTY LTD (no. 001311708)
- CEASEDJul 2024 – Apr 2025ALETHIA PARTNERS PTY LTD · AFSL 557729Through authorised representative CROWN WEALTH MANAGEMENT AUSTRALIA PTY LTD (no. 001281972)
- CEASEDJul 2023 – Jul 2024TOTAL WEALTH PLANNING PTY LTD · AFSL 526445
- CEASEDJun 2020 – Jun 2023AVANA FINANCIAL SOLUTIONS PTY LTD · AFSL 516325
- CEASEDJul 2017 – Jun 2020MYPLANNER PROFESSIONAL SERVICES PTY LTD · AFSL 425542
- CEASEDJul 2014 – Jul 2017A.C.N. 140 520 225 PTY LTD · AFSL 345905
- CEASEDMay 2013 – Jul 2014CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD · AFSL 301642
- CEASEDJan 2010 – May 2013A.C.N. 116 900 362 LIMITED · AFSL 297239
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self Managed Super Funds
Monarch Institute · 2017
FNS40211 Certificate IV in Finance and Mortgage Broking
Kaplan Professional Education Pyt Ltd · 2015 · Certificate (AQF 1-4)
Master of Applied Finance
Kaplan Higher Education Pty Ltd · 2014 · Masters Degree (AQF 9)
Graduate Certificate in Australian Migration Law and Practice
Murdoch University · 2013 · Graduate Certificate (AQF 8)
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd · 2010 · Graduate Diploma (AQF 8)
Bachelor of Commerce (Business Law)
Murdoch University · 2008 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once David Gerard Dominic Pereira claims the profile.
Reviews
Not yet reviewed
No client has reviewed David Gerard Dominic Pereira on Souffle yet.
Contacting David Gerard Dominic Pereira
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LEGACY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Authorised by ALETHIA PARTNERS PTY LTD · AFSL 557729
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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