David Raits

David Raits is a highly experienced Private Client Adviser at Shadforth Financial Group Ltd since October 2011, bringing over 20 years of financial advisory expertise. With dual qualifications as a Certified Financial Planner (CFP) and Certified Practising Accountant (CPA), David has previously served as the NSW Team Leader at Outlook Financial Solutions and as a Senior Financial Planner, where responsibilities included managing advice teams and developing a high-net-worth client base. Earlier in their career, David worked as a Certified Practising Accountant at Campbell Wallis Moule & Co., providing taxation and business services advice. David holds a Bachelor of Business in Accounting from RMIT University and a High School Certificate in Business/Commerce from Banyule.