David Barber work email
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David Barber personal email
AboutAt Pario, we are dedicated to providing our clients with the highest level of care. We understand that making financial decisions can be complex and overwhelming, which is why we strive to make the process as simple and straightforward as possible. We work in partnership with our clients to develop a clear vision and plan to achieve their goals.We believe that balance is key to a successful financial strategy. We will help you strike the right balance between risk and reward, and ensure that your portfolio is diversified to minimise potential losses.Our focus is on growth, but we also instill discipline in our approach. We believe that discipline is the foundation of any successful investment strategy, and we will work with you to develop a plan that is tailored to your specific needs and goals.We pride ourselves on being a high-touch business, and we are committed to being there for our clients every step of the way. Our goal is to create clarity and provide a vision for our clients to achieve their financial goals. Let us help you achieve financial success and peace of mind.Pario Financial Management Pty Ltd (ABN 98 124 169 571) is a Corporate Authorised Representative (No. 312076) and David Barber is an Authorised Representative (No. 238969) of Alliance Wealth Pty Ltd (ABN 93 161 647 007), holder of Australian Financial Services Licence No. 449221. Learn more about our Practice by visiting www.pario.net.au.Learn more about our Licensee by visiting www.centrepointalliance.com.au/AW.
Pario Financial Management
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Senior AdviserPario Financial Management Jan 2007 - PresentSubiaco, Western Australia, AustraliaAs the principal of Pario Financial Management I manage a team of 2 staff in the provision of financial advice to clients including charitable foundations, Religious Orders, high net wealth individuals, wealth accumulators and medical specialists.Our business is fee for service practice and we work on a project basis providing firstly wholistic strategic advice, cashflow analysis, risk insurance, investment, superannuation and estate planning advice. We work in partnership with our clients to help them to identify their life goals, develop a strategy to achieve them and then work with them to make sure they are “On Track “and “Ok”.Our investment philosophy is to utilise the best fund managers, multi-manager and sector specific in conjunction with asset allocation consultants to give our clients the greatest probability of achieving their objectives.
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Managing DirectorPkf Financial Services 2001 - 2007Perth, Australia
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Associate Financial AdvisorAndep 1999 - 2001
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Insovency AccountantFerrier Hodgson 1987 - 1988Sydney, Australia -
AuditorKpmg 1984 - 1987
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CaptainUwabc 1982 - 1986
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StudentScotch College 1976 - 1981
David Barber Skills
David Barber Education Details
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Accounting & Finance -
Financial Planning AssociationCertified Financial Planner -
Scotch CollegeNot Applicable -
Distinction -
FaseaPass -
Ethics
Frequently Asked Questions about David Barber
What company does David Barber work for?
David Barber works for Pario Financial Management
What is David Barber's role at the current company?
David Barber's current role is Senior Adviser.
What is David Barber's email address?
David Barber's email address is da****@****.net.au
What schools did David Barber attend?
David Barber attended The University Of Western Australia, Rmit, Financial Planning Association, Scotch College, Kaplan Professional, Fasea, Kaplan Professional.
What are some of David Barber's interests?
David Barber has interest in Sailing, Cycling, Rowing And Taking My Kids To Sport.
What skills is David Barber known for?
David Barber has skills like Wealth Management, Financial Advisory, Wealth, Strategic Financial Planning, Equities, Asset Managment, Retirement Planning, Superannuation, Investments, Financial Planners, Wealth Accumulation, Asset Management.
Not the David Barber you were looking for?
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David Barber
Executive Leader | Service & Resource Delivery | Operational Excellence | Crisis ManagementWindsor, Nsw1transport.nsw.gov.au -
David Barber
Sydney, Nsw -
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1gmail.com
3 +193744XXXXX
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