David Pero

Icg Financial Planning Pty Ltd

Platinum
19 Yrs Experience
Carlton, VIC 3053
 “With over 15 years’ financial planning experience, my passion is working with professionals, business owners and families to support their ambitions of financial security and success. As a financial adviser, I find the best value I can give to clients is to demonstrate how they can do things differently, in ways they may not have known or thought about, and positively influence their long-term wealth plans.”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Icg Financial Planning Pty Ltd

71 Rathdowne Street
Carlton, VIC 3053

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.95
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"My wife and I were introduced to David 2 years ago to unravel our financial affairs. David and his team have done a fantastic job, not only sorting out our finances but actually improving our financial situation. David is a very easy to deal with and we would easily recommend David and his team for financial management and strategies."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David continues to provide quality financial advice and service which results in me being a very satisfied client that has piece of mind regarding my financial affairs. The responsiveness of David and his staff is exemplary. Subsequently I have recommended David to others who are similarly very satisfied with his service."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2005

Bachelor of Business (Financial Planning and Risk Management)

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
2003

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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