Pario Financial Management
About Us.jpg

About Us

Care. Balance. Partnership. Growth.

About Pario

Pario is a Latin word meaning to build, to create, to develop. This is what we are about.

Pario Financial Management is a boutique financial advisory practice. We guide successful families, professionals and corporate leaders in every aspect of their financial lives. We partner with our clients to achieve their goals and live a purposeful life.

Individually and as a team, we care deeply for what we do and who we work with. We are growth-minded; open to live, to learn, to share, to laugh and to leave a legacy.

With a genuine commitment to our clients, we work with them to distil clarity and direction. We diligently maintain our high standards and expect and appreciate the same from the clients and other professionals we work with.

Our team are independent thinkers with a strong moral compass, a deep sense of care and a network of high calibre professionals in other disciplines. Our absolute focus is to make the complex simple but compelling.

 

Who is a Pario Client?

Choosing the right financial adviser to support you is an important decision. By the same token, we work with clients who align closely with our values and who contribute to a strong and successful client/adviser partnership. Find out more about the clients we work with.

 
“Growth is never by mere change; it is the result of forces working together. ”
— James Cash Penney
 

Our Team

 
David Barber Financial Adviser.jpg

Senior Adviser

David Barber

David is the principal and founder of Pario Financial Management. He works with professionals, successful individuals and families who have complex financial affairs and who want to become financially well-organised so they can live a great life.

David empowers his clients to make better lifestyle and financial decisions. He enjoys collaborating with them to develop a wealth solution that allows them to reach their life goals.

David has a passion for excellence. He considers integrity and mutual respect to be an essential part of delivering high-quality advice and has a desire to give people the gift of wisdom and empower them to live their lives with purpose.

David is a keen sportsman. He is known for the distances he rides on his bike and the time he spends playing water polo and rowing on the Swan River. He is an avid supporter of his children’s interests in water polo, hockey and surf lifesaving and is a Long Service Member of the City of Perth Surf Lifesaving Club.

Areas of Expertise

  • Strategic Financial Advice and Tax Effective Wealth Strategies

  • Retirement planning - accumulation and pension

  • Estate planning and asset protection structuring

  • Risk insurance advice for individuals and business owners

  • Self-managed superannuation funds (SMSFs)

  • Debt and cashflow management

  • Investment and portfolio construction

  • Divorce and financial settlements

Qualifications & Memberships

  • Certified Financial Planner since 1998

  • Member of the Financial Planning Association since 1995

  • Bachelor of Commerce

  • Diploma of Financial Planning

  • Authorised Representative No. 238969

Experience

  • Founder and principal of Pario Financial Management

  • Over 25 years of wealth management experience

 
 
Sue Munshi Office Manager

OFFICE MANAGer

Sue Munshi

Since migrating to Australia from the UK in 1987, Sue has worked in various positions in the financial services profession, including banking, superannuation and financial planning.

Sue has been an integral member of the Pario team since 2011. She enjoys working with our clients, advisers and other professionals to implement the strategies through which our clients achieve their financial and lifestyle goals.

Sue’s personal interests include cooking, needlework and reading. Most of all, she loves to spend time with her children and their growing families.

Qualifications & Memberships

  • Master of Business Administration
    Central Queensland University 1997

  • Bachelor of Science – Hotel & Catering Studies
    Manchester Polytechnic (UK) 1987

  • ASFA Diploma of Superannuation Management
    Deakin University 2004

Experience

  • Pario Financial Management (2011- present)
    Office Manager

  • Elders (2005 - 2010)
    Member Services Officer / Assistant to the CFO

  • Mercer (2000 - 2004)
    Senior Super Fund Administrator

 

Discover our services and how our team can help you.

Our Values

 
 
 

Care

We are responsible and passionate. We respect our clients and care deeply about guiding them in every aspect of their financial lives. We challenge our clients to “find their why” and take responsibility for their financial futures. We have unashamedly high professional standards, a strong moral compass and an attention to detail.

Balance

We appreciate the need to be flexible, resilient and resourceful when considering our clients’ financial affairs. To give our clients peace of mind, we balance their future vision with their current reality. We want them to feel that they are “keeping it real” – both now and into the future.

 
 
 

Partnership

We listen and understand. We believe great advice is founded on cohesive and collaborative relationships. We work with our clients and other professionals as a team to give our clients the best chance of achieving their goals. We seek feedback to ensure we understand what is most important.

Growth

We are growth-minded and open to new ideas. We embrace continuous learning and adapt quickly in uncertain times. We embrace challenges and are not afraid to explore new opportunities. Our approach helps us empower our clients to remain resilient and adaptable in the face of change – in their life circumstances, in legislation and in market conditions.