Hillross

150223A_0144
David Palermo
Practice Principal
Capital Wealth Group Pty Ltd. Level 1, 152-156 Yarra Street, WARRANDYTE, VIC, 3113

We make money simple to understand, to give you back control and free up your time to spend with family and friends and make sure you retire on your terms.

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 Professionals' Association of Australia (SPAA)

Areas of
Expertise

Corporate superannuation
Insurance
Investments
Retirement
Self Managed Super Fund

I help people that are time poor, to pave and then manage their journey to Financial Freedom by drilling down to uncover what is most important to them, in their life.


David 's ideas of Financial Freedom

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