David Barber CFP®
About Me
David is the principal and founder of Pario Financial Management. He works with professionals, successful individuals and families who have complex financial affairs and who want to become financially well-organised so they can live a great life.
David empowers his clients to make better lifestyle and financial decisions. He enjoys collaborating with them to develop a wealth solution that allows them to reach their life goals.
David has a passion for excellence. He considers integrity and mutual respect to be an essential part of delivering high-quality advice and has a desire to give people the gift of wisdom and empower them to live their lives with purpose.
David is a keen sportsman. He is known for the distances he rides on his bike and the time he spends playing water polo and rowing on the Swan River. He is an avid supporter of his children’s interests in water polo, hockey and surf lifesaving and is a Long Service Member of the City of Perth Surf Lifesaving Club.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 28 Years
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Licensed By Alliance Wealth Pty Ltd
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Advice Fees From $8,250