David Pitt

First Financial Pty Ltd

Platinum
18 Yrs Experience
Melbourne, VIC 3000

Recent reviews

First Financial Pty Ltd

Level 2, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 62
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

First Financial Pty Ltd

AFSL 481098

4.85
62 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 62

Sort by

5.00

"David has given his advice to my husband and myself re self managed super funds, retirement planning and pensions.We are still in the early stages but David has been patience and thorough in assisting us with our concerns and planning especially in these difficult and unusual times."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"David has given us as first time investors great explanations on how to use our money to grow our self managed super fund. David has been able to explain in detail to someone who works with their hands. David was able to help two very nervous investors."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David was able to explain things in a clear way. I feel very confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been my adviser for the past 8 years. I have been very pleased with his help and we have achieved good returns. I felt safe that I was in good hands, he listened to my needs, there was never any pressure and I always felt comfortable doing business with him. I look forward to continuing business in the future with David Pitt at First Financial.Kind Regards, Mavis Leigh"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a new client of David’s and felt very confident with his advice from the word go. Through David’s knowledge and experience he was was able to explain to me options for a comfortable retirement and for that I am very grateful. I received David’s full care and attention."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over many years Harold and I have confidently taken the well researched suggestions offered by David for the betterment of our self managed super funds. We are very happy with David's assistance."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"keep up the advice"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I believe I am one of David's earliest clients and I have watched him grow with the business. I and my wife have always found David to be very professional and open and honest with good advice for our investments and the overall portfolio position and his advice in relation to our retirement."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is a very professional and trust worthy adviser. He is always available to answer my queries and provide unbiased recommendations on the best investment strategies for my circumstances. I would not hesitate to recommend David's services."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"assistance with our self managed fund"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 62

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2002

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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