David Pero
Financial Adviser in Carlton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000296924
- Location
- Carlton VIC 3053
- Licensee
- Investor Capital Group Pty Ltd (AFSL 700124)
- Authorised since
- 28 January 2026
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Financial Planning & Risk Management), Victoria University (2003); Advanced Diploma of Financial Planning, Kaplan Professional (2005); Certified Financial Planner, Financial Planning Association (2009); Self Managed Superannuation Funds, SMSF Association (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Pero
David Pero is a financial adviser in Carlton, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000296924.
David provides advice as an authorised representative of Investor Capital Group Pty Ltd, which holds Australian financial services licence 700124. That authorisation dates from 28 January 2026.
The register records 2003 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Business (Financial Planning & Risk Management) (Victoria University, 2003), Advanced Diploma of Financial Planning (Kaplan Professional, 2005) and Certified Financial Planner (Financial Planning Association, 2009). David is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Pero a registered financial adviser?
Yes. David Pero is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296924.
Which licensee does David Pero work under?
Investor Capital Group Pty Ltd, Australian financial services licence 700124.
What can David Pero 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; standard margin lending.