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