David Palermo

Capital Wealth Group Pty Ltd

Platinum
16 Yrs Experience
Mount Waverley, VIC 3149
With money and financial stability among the top three fears of many Australians, Capital Wealth Group was established by David to provide financial and investment consulting services. He takes the time to unearth his client’s current and desired financial position. Drawing on his experience and professional education, he will explain in plain English, the simple laws that govern money and how to set the strongest foundation to construct, grow and protect wealth.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 9
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Capital Wealth Group Pty Ltd

Suite 9, 318-322 Stephensons Road
Mount Waverley, VIC 3149

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Hillross Financial Services Ltd

AFSL 232705

4.75
9 Reviews
5
4
3
2
1
4.75
Clear communication
4.60
Knowledge & expertise
4.85
Customer care
4.70
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Terrific service, proactive advice"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is always courteous and his advice is always welcome. He always returns phone calls or email requests. He is a pleasant person to deal with."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"All the advise and requests have been handled in a professional manner. I would recommend David to anyone wanting advise on super funds."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David communicates regularly and shows a great interest in my affairs and needs. I would suggest that anyone looking for an enthusiastic, intelligent adviser that communicates clearly and effectively contact David."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"We found our advisor helpful, well informed and respectful of our interests. Our investment was a significant proportion of our assets and whilst we finally accepted the recommendations we had some uncertainty about our investment. This may have been due to the general economic situation. Our advisor has maintained contact to keep us informed on the progress of our investment."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is fanstastic in giving advice that is thorough, easy to understand & relevent to me. He has helped me in my financial situations and is a very trustworthy adviser. I highly recommend him to anyone seeking financial advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David was great; he always was there to help and explain. As my needs and life style changed, I decided to go with a different Super Company. If David were transferred to that company, I'd be requesting him."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Contactable at anytime for advice and has always followed up with any request or inquiry. Patiently explains any advice which I don't fully understand or question. I am confident he is working in my best interest."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2006

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2002

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand David's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was David able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that David's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend David to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with David?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where David provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of David may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with David Palermo
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens