ABOUT US
Rubicon Financial Services Pty. Ltd. holds Australian Financial Services Licence No: 234721, issued by the Australian Securities and Investments Commission (ASIC). Rubicon Financial Service Pty. Ltd. has held its Australian Financial Services Licence since early 2000.
OUR DIRECTORS
Mr. Greig Pereira BA ADFS Grad. Dip App Fin
Greig Pereira holds a Bachelor of Arts, an Advanced Diploma of Financial Services and a Graduate Diploma of Applied Finance. Greig has been an Authorised Representative since 2009 and has provided portfolio management services for clients since 2004. Greig provides advice on direct equities, self-managed super funds and personal portfolios. Greig also advises on risk management and insurance.
Mr. Thomas Davie CFP, Dip .Eng. TTTC
Thomas Davie is a founding Director of Rubicon Financial Services. Tom was a Certified Financial Planner. He holds a Diploma of Electronic Engineering and a Certificate of Mechanical Engineering.
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.