Senior Financial Planner @ Peter Richards & Consultants
Jnr Financial Planner @ Palmer Life Management
David Pero's Education
SPAA
SMSF Specialist (Self Managed Super Fund Specialist Adviser)
FPA
CFP (Certified Financial Planner)
FPA
(Australian Share Market Analysis)
Kaplan
Advanced Diploma (Financial Planning)
Victoria University
B.Bus (Financial Planning & Risk Management)
2000 - 2003
Kaplan
Diploma (Financial Planning)
David Pero's Skills
Business Strategy
Due Diligence
Estate Planning
Financial Advisory
Financial Modeling
Financial Planners
Income Protection
Intergenerational Wealth Transfer
Investment Advisory
Investment Strategies
David Pero's Summary
David Pero, based in Melbourne, VIC, AU, is currently a Financial Adviser - Director at ICG Financial Planning, bringing experience from previous roles at br Wellington Wealth Management Pty Ltd, Peter Richards & Consultants and Palmer Life Management. David Pero holds a SMSF Specialist in Self Managed Super Fund Specialist Adviser @ SPAA. With a robust skill set that includes Business Strategy, Due Diligence, Estate Planning, Financial Advisory, Financial Modeling and more, David Pero contributes valuable insights to the industry. David Pero has 2 emails and 1 mobile phone number on RocketReach.