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Author

David Perez

Private Wealth Adviser

David Perez, M.Int.Fin., M.Prof.Acc., CFP, is a Private Wealth Adviser with over a decade of experience delivering holistic financial advice. Specialising in superannuation, retirement planning, investment strategy and Centrelink guidance, David supports Australian residents and expats residing in Australia with structured, goal-focused planning. He writes on retirement, investment and wealth management strategies to help individuals navigate Australia’s financial landscape with confidence.