David Perez

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David holds a Master degree in International Finance, is a Certified Financial Planner (CFP) and a member of the Financial Planning Association. Having re-joined Asparq in October 2019, David is now investing his time improving processes for the Financial Planning team.

 He has extensive experience in Self Managed Superannuation funds (SMSF), tax structures, investment markets and financial planning strategies, David is an advocate of taking a holistic approach to financial planning.

Outside of work David loves spending time with his young family; his partner and baby daughter. They enjoy going on trips and getting to know new places in Australia and around the world.


Phone: (03) 9861 6127