David's clients benefit from his extensive knowledge of superannuation & self-managed superannuation funds, tax effective investment strategies, retirement planning, education planning, risk protection strategies & other complex structures.
David is a regular guest on the Sky News Business Channel as a Financial Adviser / Market Analyst. As well as running his own practice David assists the Financial Planning Association with their Certified Financial Planner education program. As part of a panel, David reviews and assesses the proposed examination papers for future CFP assessment. David is a passionate and motivated financial adviser who strives to assist his clients generate and enhance their financial goals. He is a strong believer in maintaining relationships with his clients in support of them achieving their aspirations for the future.
David is dedicated to giving back to the community and so in line with his values he is a strong participant in the Royal Children’s Hospital Annual Run for Kids as well as the Mother’s Day Classic for Breast Cancer research. David is also part of a select independent advisory board, donating his services to a large Multinational Church & its dioceses. His role is to bring expertise from a variety of his financial disciplines to assist the Parishes, Primary & Secondary Schools and Aged Care Facilities in the various ministries of the Church.
Get in touch with David Pero