Find An Adviser

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.

Qualifications/Memberships

  • Financial Planning Association (CFP)
  • Shareholder in FPWWA

Areas of expertise

Personal Injury and Medical Negligence Claims

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

  • 10 + years experience in the Financial Services Industry

Contact details

David Counsel
Request a meeting
Level 2 / 11 Mounts Bay Road, Perth WA 6000

(08) 9481 5998

View on Google Maps

Share

Contact David Counsel

FIND THE RIGHT ADVISER

Fitzpatricks advisers include some of Australia’s most experienced and qualified professionals. Located across Australia and available for a no obligation initial meeting to discuss your life goals and aspirations.

FIND AN ADVISER

LEARNING CENTRE

Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.

EXPLORE LEARNING CENTRE

PRIVATE WEALTH PROGRAM

Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.

SEE PROGRAM DETAILS