David Pitt

First Financial Pty Ltd

Platinum
21 Yrs Experience
Melbourne, VIC 3000

My goal is to help individual people and businesses achieve financial freedom. I believe there are three main attributes required when looking for a financial planner. They must be honest, trustworthy and most importantly; relatable. By being relatable, your adviser can tailor his approach and communication style to best accommodate your specific needs and requirements. This can also include customising a specific service offering that is unique for you at your stage of life.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

We are happy to look at different fee structures for each clients specific needs and circumstances. There is no cost for an initial consultation(s). Typically, a initial Statement of Advice (SOA) will be required eventually to provide formal recommendations and this can cost between $2,750 - $4,400 including GST.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.83
  • Number of reviews 62
  • First year providing advice 2004
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

First Financial Pty Ltd

Level 9, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

First Financial Pty Ltd

AFSL 481098