MenuDavid Pitt CFP®
About Me
Principal of First Financial and Head of Licensing with over 20 years financial planning experience. Passions are helping individuals and retirees achieve financial freedom and supporting existing advisers with mentoring, training and guidance. I take pride in using simple terminology when discussing and providing recommendations to clients (avoiding jargon) and have a personal goal to be your adviser for life.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 20 Years -
Licensed By First Financial Pty Ltd
