David Palermo

Practice Principal / Financial Planner
CFP®, BComm, DipFP

Qualifications

  • Financial Planner since 2004

  • Certified Financial Planner®

  • Bachelor of Commerce (Financial Planning & Economics)

  • Diploma of Financial Services (Financial Planning)

  • Financial Planning Association (FPA)

Specialisations

  • Corporate Superannuation

  • Insurance

  • Investments

  • Retirement

  • Self Manager Super Fund

David Palermo in a white collared shirt and blue business jacket, smiling and looking at the camera

From modest earners to the wealthy, I've seen firsthand the universal burden money can be, irrespective of someone's bank balance.

Seeing clients go from worried and puzzled about their finances to genuinely relieved and clear about their future, including their retirement plans, is incredibly rewarding.

It's one thing to put plans and strategies in place; it's another to witness the positive impact of what we do for our clients. That's the real buzz for me.

Away from the world of finance, I'm involved with Rotary and enjoy cycling, snowboarding, or just soaking up the sun on a beach. I'm a big believer in balance.

My Italian heritage is a huge part of who I am. My Nonna would be proud to know that I continue our family legacy by making salami, sauce and wine with my family. There's a unique joy in cooking and sharing a meal made with love, surrounded by family and friends.

The work we do is not just about money, it's about relationships and impacting our client's lives for the better.

My idea of financial freedom

Spending time with my wife and three kids down the beach over the summer and on the snow during the winter.