The Financial Planning Association of Australia The Financial Planning Association of Australia

David Pero, CFP®

Name David Pero, CFP®
Company ICG Financial Planning Pty Ltd
Address 71 Rathdowne St
Carlton, VIC 3053
Phone 03 9611 1600
Languages Arabic,Italian

As a boutique practice we offer a highly-personalised service to our select clients – one that is tailored to each client’s unique circumstances and delivered with care and precision. We offer comprehensive and transparent advice in a consultative partnership with our clients, their associates and other professionals.

We foster for long term relationships and most of our clients have been with us for many years. We adopt the ethical position of the true fiduciary, we act free from conflicts, willingly meet and exceed all of our legal obligations, and continuously challenge our current processes and are 100% committed to the long-term success of our clients.

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