David Counsel Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
David Counsel is a dedicated Adviser whose primary focus is on individuals and families living their ideal life. This means working alongside you to make achieving your goals a reality, to protect your wealth for the future and to give you the peace of mind that a professional is always looking after your best interests.
David achieves this by seeking to develop a meaningful and empowering relationship where you are equally as important as your finances. David is driven by the fulfillment of seeing clients succeed and live their dreams and works closely with you to turn strategy into reality. By engaging in a lifelong partnership with you, your success means just as much to David and his team as it does to you.
In order that David can provide the right advice at the right time, he uses a holistic approach to offering financial advice. This means looking beyond your superannuation and insurance position and considering your total balance sheet. It also means working with other professionals on your behalf where necessary to ensure you have a properly structured plan in place.
Aware that a strong work-life balance is essential for health and happiness, when David is not in the office, he takes full advantage of the outdoors and spending time with family and friends. When he is not creating memories with his two young daughters by playing dress-ups and Barbie hairdressers, he loves getting out for a round of golf and tries to surf as much as possible.
- Financial Planning Association
- Certified Financial Planner (CFP)
- Bachelor of Economics
- Bachelor of Commerce
- Shareholder in FPWWA
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Personal Injury and Medical Negligence Claims
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Strategic Financial Advice
Key Person Insurance Strategies
- 10 + years experience in the Financial Services Industry