Financial Adviser
· PERTH, WA
David Pettit
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300640
David Pettit is a financial adviser based in Perth, Western Australia, with 21 years of experience in the financial services industry. David is currently authorised under Picture Wealth Advisory Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor Degree.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Not authorised for Self-Managed Superannuation Funds.
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor Degree
2005
Diploma of Financial Services ( Financial Planning )
Tribeca
2009
Advanced Diploma of Financial Services ( Financial Planning )
Kaplan
Registration History
Not authorised for Self-Managed Superannuation Funds.
NEO FINANCIAL SOLUTIONS PTY LTD
Not authorised for Self-Managed Superannuation Funds.
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register