David Palermo

Financial Adviser in Blackburn, Victoria, Australia

Review David Palermo

Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.

Australian Securities and Investments Commission (ASIC)

Adviser number000298348

Currenton the register
Location
Blackburn VIC 3130
Licensee
Pecunia Financial Services Pty Ltd (AFSL 564859)
Authorised since
8 July 2025
First provided advice
2006
Qualifications
Bachelor of Commerce (Financial Planning), Deakin University (2002); Certificate IV Financial Services (Finance/Mortgage Broking), Tribeca (2006); Diploma of Financial Services (Financial Planning), AMP Limited (2006); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
Memberships
Financial Advice Association of Australia (FAAA)
Advice areas
superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
Tax (financial) advice
Yes
Register status
Current
Copied from the public register on 24 October 2026. Check it on the official register

About David Palermo

On the Financial Advisers Register kept by ASIC, David Palermo appears as a current financial adviser in Blackburn, Victoria, adviser number 000298348.

David provides advice as an authorised representative of Pecunia Financial Services Pty Ltd, which holds Australian financial services licence 564859. That authorisation dates from 8 July 2025.

According to the register, David first provided financial advice in 2006. Qualifications and training on file include Bachelor of Commerce (Financial Planning) (Deakin University, 2002), Certificate IV Financial Services (Finance/Mortgage Broking) (Tribeca, 2006) and Diploma of Financial Services (Financial Planning) (AMP Limited, 2006). David is recorded as a member of Financial Advice Association of Australia (FAAA).

David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.

Reviews

Nobody has reviewed David Palermo here yet. If you have used them, tap the stars above and say how it went.

Questions people ask

Is David Palermo a registered financial adviser?

Yes. David Palermo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298348.

Which licensee does David Palermo work under?

Pecunia Financial Services Pty Ltd, Australian financial services licence 564859.

What can David Palermo give advice on?

The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.