About
David has been involved in the financial advice industry since 2007 and joined Fitzpatricks in 2020. Based in Sydney, his passion for financial planning stems from a deep understanding of how tailored advice can provide clarity and confidence during life’s most pivotal moments. This commitment drives David to help clients protect, grow, and manage their wealth so they can enjoy life to the fullest.
David is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA) and holds a Specialist designation with the SMSF Association. He holds a Bachelor of Commerce (Accounting and Finance) and a Graduate Diploma in Applied Finance (Financial Advice).
Qualifications & Memberships
- Certified Financial Planner (CFP®) (Financial Planning Association)
- Graduate Diploma Applied Finance (Financial Advice)
- Bachelor of Commerce (Accounting and Finance)
- Specialist designation – SMSF Association