David Pero

Icg Financial Planning Pty Ltd

Platinum
21 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 5.00
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 21
  • 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