David Pero CFP®

About Me

As a boutique practice we offer a highly-personalised service to our select clients – one that is tailored to each client’s unique circumstances and delivered with care and precision. We offer comprehensive and transparent advice in a consultative partnership with our clients, their associates and other professionals.We foster for long term relationships and most of our clients have been with us for many years. We adopt the ethical position of the true fiduciary, we act free from conflicts, willingly meet and exceed all of our legal obligations, and continuously challenge our current processes and are 100% committed to the long-term success of our clients.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®