David
Pitt

Executive Financial Advisor
Perth
Western Australia
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IN THEIR OWN WORDS

David started in the Banking and Financial Service industry back in 1987. In 2000, David started his journey into Financial planning and hasn’t looked back. During this time, David took an interest in understanding what money and his clients’ wealth meant to them.

Through a number of roles as an employed financial planner in 2012, he started his own financial planning firm with two other colleagues, which grew to be one of the most successful financial advice businesses in the country, winning multiple awards across the industry.

In 2018, David and his other business partners agreed to merge with Viridian Advisory. This merger with Viridian Advisory was based on two businesses with a high cultural alignment and a strong purpose of helping clients achieve their desired lifestyle.

Qualifications and Memberships

  • Master of Financial Planning
  • SMSF Specialist Advisor
  • Member of the Financial Advice Association Australia
FINANCIAL ADVISORS PERTH
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Level 24 140 St Georges Terrace Perth WA 6000

Phone:
1300 84 74 34

SPECIALISATION
Estate Planning
Estate
Planning
Gearing
Gearing
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
We are very happy that David is our Financial Adviser, we have been with David for many years now and rate and trust Him very highly, he has worked hard to give us the dividends that we have needed.
Garolyn, Falcon, WA
David is always prepared when we meet. He explains all the options and clearly outlines the reasons for his advice on options. If I call him between appointments he always takes my calls and gives me the time I need to explain my issue and provide advice. He follows up promptly and always delivers what he says he will.
Carolyn, Salter Point, WA
I have been with David for many years and have always found him approachable pleasant and great to deal with, he is well informed of current changing situations, and I am happy with the way my portfolio is handled.
Dot, WA

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