David Cuff Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
David is passionate about guiding his clients in developing a plan to achieve their lifestyle and financial goals and seeing the positive impact this has on their lives. He believes that the right advice can help them build personal wealth and achieve their lifestyle and financial goals, as well as helping to protect those who are faced with unexpected life events.
David enjoys working closely with his clients to guide and empower them to make informed decisions and become financially organised. By being there to guide them throughout their financial journey, David provides his clients with the comfort that they have a trusted adviser focussed on their best interests, allowing them to enjoy living each day to the fullest.
When David is away from work, he enjoys spending time outdoors with his family and likes to keep active by playing sport.
Qualifications/Memberships
- Certified Financial Planner (CFP®) (Financial Planning Association)
- Graduate Diploma Applied Finance (Financial Advice)
- Bachelor of Commerce (Accounting and Finance)
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Estate Planning
Asset Protection and Business Structures
Business Succession
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Debt Management
Divorce and Financial Settlements
Strategic Financial Advice
Experience
- 15 years’ experience in financial services
David Cuff
1300 522 260
Request a meetingFTZ Advice Partnership
Sydney OfficeLevel 9, 10 Spring Street, Sydney, NSW 2000
GPO Box 1193 Sydney NSW 2001
Brisbane Office
Level 13, 157 Ann St, Brisbane, QLD, 4000
GPO Box 273 Brisbane QLD 4001
Gold Coast Office
The Strand Level 2, 72 Marine Parade, Coolangatta, QLD, 4123
GPO Box 273 Brisbane QLD 4001
1300 522 260