Dave Perry

Financial Planner


After years of study I completed my Diploma of Financial Services and became a licensed Financial Planner with Advice First in 2014. Prior to this I enjoyed a 14 year career in the industry, which included senior para-planning and managerial positions across Sydney and the Gold Coast.
As the Advice Manager and a general practitioner of the firm, I am responsible for the production of clear and concise advice documents that are provided to clients. These documents are provided to help you to understand all aspects of the strategy your adviser has developed for you. This includes a detailed explanation of the advice, the benefits it will bring you, your situation and a projection of what to expect for the future.

On a personal note, I enjoy my daily commute to the office on my bicycle and outside the office my wife and I love to explore new cafes, bars and restaurants across the Gold Coast. My idea of down time includes cheering on Daniel Ricciardo in the Formula 1 and while sipping a glass of my home brew.

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