Financial Adviser
· BLACKBURN, VIC
David Palermo
No disciplinary history on record with ASIC
BLACKBURN,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000298348
David Palermo is a financial adviser based in Blackburn, Victoria, with 20 years of experience in the financial services industry since 2006. David is currently authorised under Pecunia Financial Services, operating through Marcus John Occhipinti. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce (Financial Planning)
Deakin University
2006
Certificate IV Financial Services (Finance/Mortgage Broking)
Tribeca
2006
Diploma of Financial Services (Financial Planning)
AMP Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register