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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

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

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Experience

  • 15 years’ experience in financial services

Contact details

David Cuff

1300 522 260

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Level 23, 215 Adelaide St, Brisbane, QLD, 4000
GPO Box 273 Brisbane QLD 4001

Level 9, 10 Spring Street, Sydney, NSW 2000
GPO Box 1193 Sydney NSW 2001

1300 522 260

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