First Financial
David Pitt is a highly experienced financial planning professional with over 15 years in the industry. Currently serving as the Head of Licensing at Akambo Financial Group since July 2022, David previously co-founded First Financial, which merged with Akambo in April 2022. As a Principal at First Financial since February 2014, David has managed a team of advisers and provided tailored financial advice to retail and business clients, with a focus on superannuation, retirement planning, investment strategies, and Self-Managed Superannuation Funds (SMSFs). David holds several prestigious qualifications, including Certified Financial Planner (CFP®), and possesses a strong educational background with degrees from Deakin University and Kaplan Education. David's earlier roles include Associate Principal at Crowe Horwath and senior adviser positions at prominent financial services firms.
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First Financial
Who is First Financial? We are relationship focused & pre-retirement specialists, who help clients retire ready for the life ahead. First Financial has a large team of specialists with a wealth of industry experience With over 60 employees and $1.4 Billion in FUM, we are one of the largest firms in Victoria, with access to a wide range of service Lines including: • Wealth Management • Home, investment and commercial loans • Self Managed Superannuation Fund establishment, administration • Risk Management & Insurance advice • Estate Planning & Aged Care advice