[vc_row el_class=”memberbox”][vc_column][vc_text_separator title=”MEET THE TEAM” title_align=”separator_align_left” align=”align_left” color=”custom” accent_color=”#516795″][/vc_column][/vc_row][vc_row el_class=”memberbox”][vc_column width=”1/5″][vc_single_image image=”3318″ img_size=”full” style=”vc_box_border_circle_2″ border_color=”chino” el_class=”memberima”][/vc_column][vc_column width=”4/5″][vc_column_text el_class=”membertop”]David Pero CFP® , SSA™
Principal Financial Advisor[/vc_column_text][vc_column_text el_class=”member”]

With over 13 years’ financial planning experience, my passion is working with high income earning professionals and business owners to support their ambitions of financial security and success. As a financial adviser, I find the best value I can give to clients is to demonstrate how they can do things differently, in ways they may not have known or thought about, and positively influence their long-term wealth plans.

As well as running my own practice, I assist the Financial Planning Association with their Certified Financial Planner (CFP) education program. In addition, I believe it’s important to give back to the community, so I’m involved in a select independent advisory board, donating my services to a number of community organisations.  In the provision of advice, my principles and values never change: family, honesty, discipline, patience, ambition, attention to detail, pride in our work, and making a real difference to people’s lives.

[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”memberbox”][vc_column width=”1/5″][vc_single_image image=”3238″ img_size=”full” style=”vc_box_border_circle_2″ border_color=”chino” el_class=”memberima”][/vc_column][vc_column width=”4/5″][vc_column_text el_class=”membertop”]Tom Forbes (BA, DipFP)
Client Services[/vc_column_text][vc_column_text el_class=”member”]

After a decade or so in financial services, in client facing and business support roles, I have found a satisfying and purposeful career in financial planning. I joined ICG in late 2017 and thoroughly enjoy working alongside David, our team, and our network of professionals to provide exceptional and personalised services for our clients.

I see my role as a partnership with clients, working to ease the burden of managing their financial affairs and worry less about the future. I measure my success through these relationships, specifically our clients’ experience of feeling supported, understood, and valued.

[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”memberbox”][vc_column width=”1/5″][vc_single_image image=”3236″ img_size=”full” style=”vc_box_border_circle_2″ border_color=”chino” el_class=”memberima”][/vc_column][vc_column width=”4/5″][vc_column_text el_class=”membertop”]

Gwendolynn Vela (BA, DipFP)
Paraplanner 

[/vc_column_text][vc_column_text el_class=”member”]

I have worked in the financial services industry for over 15 years, both in Australia and Canada.  I joined ICG Financial Planning as a Paraplanner in March 2019 and prior to that, majority of my financial planning experience was at one of Australia’s big banks.  I relish the analytical work involved in preparing and constructing financial plans for our clients.   I enjoy working alongside David and our team in adding value to our clients to help them achieve their goals.

Outside of work, I am passionate about spending time with my family, travelling and outdoor activities.

[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”memberbox”][vc_column width=”1/5″][vc_single_image image=”3237″ img_size=”full” style=”vc_box_border_circle_2″ border_color=”chino” el_class=”memberima”][/vc_column][vc_column width=”4/5″][vc_column_text el_class=”membertop”]

Ryan Sgariato
Financial Planning Assistant

[/vc_column_text][vc_column_text el_class=”member”]

Currently studying a Double Degree in Business at RMIT University, I started my career with ICG Financial planning in November 2018 after working with David in preparation for a university assignment and have loved every moment since.

With desire to be an adviser myself one day, I believe that ICG provides a second to none service tailored to our clients vastly diverse needs. From simple queries through to detailed and sophisticated advice implementation, I believe the peace of mind we provide our clients extends far beyond the monetary value that is gained through our advice. Assisting in delivering this peace of mind provides me a great sense of excitement.

[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”rating”][vc_column width=”1/5″][/vc_column][vc_column width=”4/5″][vc_column_text][/vc_column_text][/vc_column][/vc_row]