David Perez, M.Int.Fin., M.Prof.Acc., CFP

Private Wealth Adviser

David Perez has over a decade of experience in financial planning, with a predominant focus on holistic advice. His distinctive approach mirrors that of a coach, dedicated to ensuring clients grasp the array of opportunities at their disposal.

He empowers them by presenting options and when required, revisiting and recalibrating their goals. David is renowned for delivering a client-centric service, underscored by his profound and comprehensive comprehension of financial planning strategies.

His expertise encompasses various facets, notably superannuation, retirement planning, risk management, investment strategies, and an in-depth knowledge of Centrelink intricacies. With David’s guidance, clients navigate the complex financial landscape with confidence, making informed decisions that secure their financial futures

Areas of Expertise

Superannuation Analysis, Advice, Management

Retirement Planning

Tax Planning

Wealth Management

Investment Portfolio Management

Investment Review

Education Fee Advice & Planning

High Net Worth & Ultra High Net Worth

Cashflow Forecasting & Modelling

Qualifications & Awards

Master of International Finance

Master of Professional Accounting

Certified Financial Planner

Master of International Finance

Master of Professional Accounting

Regions Covered

  • Australia