Hillross

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Capital Wealth Group Pty Ltd
Est 2009
Level 1, 152-156 Yarra Street, WARRANDYTE, VIC, 3113
** CALL US ON 03 9809 5457 **
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner
  • Bachelor of Commerce
  • Diploma of Financial Services (Financial Planning)
  • Financial Planning Association (FPA)
  • SMSF Association of Australia
  • Fellow Chartered Financial Practitoner
  • Association of Financial Advisers

Areas of
Expertise

Corporate superannuation
Insurance
Retirement
Self Managed Super Fund
Superannuation

With money and financial stability among the top three fears of many Australians, Capital Wealth Group was established to provide financial and investment planning services. We take the time to unearth our client’s current and desired financial position. Drawing on our experience and professional education, we explain in plain English, the simple laws that govern money and how to set the strongest foundation to construct and grow wealth.


Meet our team

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David Palermo
Practice Principal

We make money simple to understand, to give you back control and free up your…

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Anne Brennan
Executive Assistance
With over 15 years' experience in the Financial Planning industry, Anne brings…
With over 15 years' experience in the Financial Planning industry, Anne brings to the firm her caring and compassionate nature and expertise in managing our day to day client's needs.
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Wendy Yates
Administration and Compliance Manager
Wendy commenced in the Financial Services industry in 1989 where she worked…
Wendy commenced in the Financial Services industry in 1989 where she worked predominately in customer service. Her passion and enthusiasm working with clients is evident throughout the Financial Planning process. Her eye for detail is integral to her developing and introducing detailed polices into our business. Her thirst for knowledge and professional growth has seen her recently complete further studies and become a Fellow Chartered Financial Practitioner.


Testimonials

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by Testimonial disclaimer |

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Income Protection Advice
by Wendy Collier | Boronia | May 20th 2015

“David is fanstastic in giving advice that is thorough, easy to understand & relevent to me. He has helped me in my financial situations and is a very trustworthy adviser. I highly recommend him to anyone seeking financial advice.”