Specialisation
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. This merger with Viridian 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
Service areas
PerthSpecialisation
Talk to David about your plans
A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.
Perth
Team
Robbie Guthrie
Mortgage and Finance Advisor
Adele Denham
Mortgage and Finance Advisor
Cameron Paul
Executive Advisor
Calum Laing
Executive Advisor
Clint McNally
Executive Advisor
David Pitt
Executive Financial Advisor
David Truong
Financial Advisor
Jeremy Hood
Financial Advisor
Matthew Devereux
Senior Financial Planner
Michael Huynh
Senior Financial Advisor
Michael Saunders
Senior Financial Planner
Murteza Behrami
Financial Advisor
Ryan Scherini
Executive Advisor
Shaun Au
Senior Financial Advisor
Stephen Haug
Financial Advisor
