David Pitt
About Me
I have been a financial planner since 2000. I have a Masters in Financial Planning and I am a specialist in Self Managed Superannuation. My goal is help my clients live their desire lifestyle, by working with them to make smart financial decisions.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
-
Years of Experience 24 Years
-
Licensed By Viridian Advisory Pty Ltd