MenuDavid Palermo CFP®
About Me
A dedicated husband and father of three, a want to be cyclist and golfer, by the beach in the summer and sliding down a snow capped mountain in the winter. If you want to know any more simply pick up the phone and start a conversation
Areas of Focus
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
-
Years of Experience 20 Years
