Meet our Director
Mr. Greig Pereira BA ADFS Grad. Dip App Fin
Greig is a Financial Planner and the Managing Director of Rubicon.
He has been a financial services professional for 20 years, working first as an investment portfolio manager, and since 2009, as a financial planner.
Greig is a Financial Planner AFP© member of the Financial Advice Association of Australia (FAAA) and holds a Bachelor of Arts from Monash University as well as an Advanced Diploma of Financial Services and a Graduate Diploma of Applied Finance and Investment.
Greig believes a life lived well is a life full of laughter and paying it forward. This is what attracted Greig to the profession of financial planning and why he loves what he does. Financial Planning ‘done well’ is all about helping people to achieve their financial dreams and enjoy the lifestyle they aspire to through the power of fore-planning and financial guidance.
When Greig is not helping his clients, he enjoys spending time with family and friends, playing golf, supporting the Tigers, travelling anywhere where there is a good golf course, and enjoying a good Shiraz or two – preferably after a round of golf!
Rubicon Financial Services Pty. Ltd. holds Australian Financial Services Licence No: 234721, issued by the Australian Securities and Investments Commission (ASIC). Rubicon Financial Service Limited has held its Australian Financial Services Licence since early 2000.