About Us

Melbourne Financial Advisors
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 ICGFP financial advisor 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 a privately owned firm, we have the freedom to act in your best interest.

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.

Are You Ready to Plan for Your Future?

Please refer to the Financial Services Guide dated February 2019 to better understand our products and services, remuneration & other information.

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