About

David has been a financial adviser for over 15 years.

He joined Fitzpatricks in 2019 and is based in Perth.

David works closely with his clients to make their ideal life a reality. His holistic approach extends beyond superannuation, investments and insurance to consider a client’s total balance sheet and their broader lifestyle needs. David is driven to see his clients succeed in every area of their lives including their finances, health and relationships.

David is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA). He holds a Bachelor of Economics and a Bachelor of Commerce.

Qualifications & Memberships

  • Financial Advice Association Australia (FAAA)
  • Bachelor of Economics – The University of Western Australia
  • Bachelor of Commerce – The University of Western Australia
  • Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
  • Advanced Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
  • Certified Financial Planner – FPA
  • Derivatives and Skills – Kaplan Professional
  • Margin Lending – Kaplan Professional
  • Accredited Listed Product Adviser Program – Kaplan Professional
  • Self-Managed Superannuation Funds – Kaplan Professional
  • Ethics and Professionalism in Financial Advice – Kaplan Professional