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David Barber

David is the principal and founder of Pario Financial Management. David works with professionals, successful individuals and families that have complex financial affairs that require advice and need to become financially well organised.

David is passionate about empowering his clients to help them make better lifestyle and financial decisions. David enjoys working collaboratively with clients to help them develop a wealth solution that will allow them to reach their lifetime goals.

David has a passion for excellence, considers integrity and mutual respect an essential part in delivering high-quality advice and has a desire to give people the gift wisdom and empower them to live their lives with purpose.

David is a keen sportsman and is known for the distances he rides on his bike, time spent rowing on the Swan River, playing Waterpolo and is a Long Service member of the City of Perth Surf Lifesaving Club. He is an avid supporter of his children’s interests in water polo, hockey and surf lifesaving.

Qualifications/Memberships

  • Bachelor of Commerce
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Member of the Financial Planning Association since 1995
  • Self Managed Superannuation Funds (Kaplan Professional)

Areas of expertise

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Tax Effective Wealth Strategies

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Experience

  • Founder and Principal of Pario Financial Management
  • Over 25 years wealth management experience

 


David Barber is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

David Barber

(08) 9382 3111

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Suite 4, 29 Hood Street, Subiaco WA 6008

08 9382 3111

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