Financial Adviser
· CARLTON, VIC
David Pero
No disciplinary history on record with ASIC
CARLTON,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296924
About David Pero
David Pero is a financial adviser based in Carlton, Victoria, with 23 years of experience in the financial services industry since 2003. David is currently authorised under Investor Capital Group. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner from Financial Planning Association. David is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Financial Planning & Risk Management)
Victoria University
2005
Advanced Diploma of Financial Planning
Kaplan Professional
2009
Certified Financial Planner
Financial Planning Association
2011
Self Managed Superannuation Funds
SMSF Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register