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David Barber

David has worked as a financial adviser since 1998, and founded his practice, Pario Financial Management in 2007. He is passionate about providing strategic financial advice that enables ‘his clients’ to develop long term wealth, whilst meeting their short and medium term needs.

David thoroughly enjoys the challenge of working with professionals, executives and small business owners that have complex financial affairs that require his advice and need to become financially well organised.

He is a council member of the WA Chapter of the Collaborative Law Professionals and advises separating couples on the financial implications of separation, the development of personal budgets and strategies that can assist them in meeting their long term financial objectives in a dignified manner.

David is a keen sportsman and is known for the distances that he rides on his bike and time spent rowing on the Swan River. He is an avid supporter of his children’s interest in water polo, hockey and surf life saving.

Qualifications/Memberships

  • Bachelor of Commerce
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Member of the Financial Planning Association since 1995
  • Council member of the WA Chapter of the Collaborative Law Professionals
  • 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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Contact David Barber

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