Cameron Walshe

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David Barber CFP®
Authorised Representative No. 238969
Pario Financial Management Pty Ltd trading as Pario Financial Management
Corporate Authorised Representative No. 312076
of Camwal Ltd trading as Cameron Walshe ABN 12 003 359 251
Australian Financial Services Licence No 243381

Suite 4, 29 Hood Street
Subiaco WA 6008
Phone: 08 9382 3111
Fax: 08 9382 3544
Mobile: 0430 362 209
Email: david@pario.net.au

Financial Planning

David Barber is an Authorised Representative of Cameron Walshe. David manages a diversified client base and has a depth of knowledge and experience in investment, superannuation, insurance and tax planning strategies.

With a very strong commercial background, developed during his previous experience as an insolvency practitioner within chartered accounting firms, he has extensive knowledge of corporate structures, trusts and tax strategies.

His experience also entails developing strategic investment plans that focus on the development of a long term asset allocation programme.

David offers advice in the following areas:

Investment Portfolio Construction
Strategic Investment Advice
Asset Allocation
Tax planning strategies
Superannuation and Rollovers
Gearing Strategies
Estate planning
Ongoing portfolio reviews

Qualifications
CERTIFIED FINANCIAL PLANNER™
Bachelor of Commerce
Diploma Financial Planning

Memberships
Financial Planning Association of Australia
Taxation Institute of Australia

Experience
David Barber became an Authorised Representative of Cameron Walshe in 2007 on establishing his own financial advisory business, Pario Financial Management.

David has over 10 years experience in providing financial advice. He was previously Managing Director of PKF Financial Services (WA) Pty Ltd and was responsible for the management of over $120 million of funds under administration.