MEET THE TEAM
David Pero CFP® , SSA™
Principal Financial Advisor
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.
Tom Forbes (BA, DipFP)
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.
Gwendolynn Vela (BA, DipFP)
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.
Financial Planning Assistant
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.