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 4.80
  • 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