David Pitt Financial Planner Report

Name:
David Pitt

Rep Number:
000319829

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2017-07-25 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
Certified Financial Planner
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)