I started out in Banking in 1987, and in 2000 I reached a career crossroads. I was introduced to financial planning as a career option and immediately fell in love with it. The opportunity to sit down with people and share their enthusiasm for their goals and dreams, as well as help through the times in life where things don’t go quite to plan is immensely rewarding. I worked with a range of employers as an employed adviser. In 2012 I decided to leave these roles and establish my own financial advice business. This was a very successful period for the business as we won multiple awards. To ensure that I could continue to grow the business, we decide to partner with Viridian Advisory.
I like to have a collaborative approach with my clients to assist them achieve their financial goals. I understand that our clients have many different professionals in their life. My goal is to work with the other professionals in my clients’ lives to ensure everyone is on the same page and working towards my client’s goal.
I am a member of the FPA and I am a SMSF Specialist Adviser with an accreditation from the SPAA. I have completed my Master's in Financial Planning.
Get in touch with David Pitt