About Us

Are You Ready to Plan for Your Future?

Please refer to the Financial Services Guide dated January 2018 to better understand our products and services, remuneration & other information.

Independent Financial Planners
At Your Service

Clients In All Ages & Stages

Advice for a better quality of life is our focus at ICG Financial Planning.

Financial planning is about balancing the wants of today with the needs of tomorrow. Having a ICG financial planner can provide peace of mind knowing that whatever comes, you’ll have the assistance needed to adjust course to achieve what matters most.

What Sets Us Apart

Our main goal is to help you achieve your financial goals the best way possible.

As an independent firm, we have the freedom to do what's best for you. No hidden conflicts or fees. No products to sell. Just advice designed to advance only your interests, not ours.

Financial Advice That Makes Sense For You

Straightforward, Professional Advice

If you're looking for straightforward advice from a caring and competent financial planner, you've come to the right place. We’ll help you make prudent decisions toward growing and maintaining your wealth.

ICGFP staff

Are You Ready To Sit Down & Talk?


David Pero CFP® , SSA™

Authorised Representative Number 296924
Capstone Financial Planning Pty Ltd
Australian Financial Services License Number 223135