David
Pitt

Executive Financial Advisor
Perth
Western Australia
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
  • Bachelor of Commerce
  • Certified Financial Planner
  • SMSF Specialist Advisor
  • Member of the Financial Advice Association Australia

Latest
Insights

6 Steps to a Happy New Financial Year

The new financial year offers a perfect opportunity for a fresh start with your finances. Imagine transforming this READ MORE...

Financial Markets Update: May

Financial markets rebounded through May with both major bond and equity markets higher. READ MORE...

A different “End of Financial Year Sale”

With End of Financial Year fast approaching, it’s likely you are getting bombarded with “EOFY SALE” READ MORE...

Speak to our experienced team today…