David Palermo

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.

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

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.

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.