David Pitt Email & Phone Number
Head of Licensing and Strategic Growth @ Akambo Financial Group
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David Pitt Location
- Melbourne, VIC, AU
David Pitt Work
- 2022 - now Head of Licensing and Strategic Growth @
- 2014 - now Principal and Founding Partner @
- 2013 - 2014 Principal @
- 2008 - 2013 Adviser and Senior Adviser @ WHK Melbourne
- 2003 - 2010 VFL Football @ Port Melbourne Football Club
- 2006 - 2008 Parraplanner and Adviser @
- 2005 - 2006 Paraplanner and Fund Administrator @ Flinders Trustees Pty Ltd
- 2002 - 2005 Credit Analyst and Discharge Manager and Business Development Manager @
- 1999 - 2003 VFL Football @ Casey Scorpians Football Club
David Pitt Education
- Kaplan Business School 2024 - 2028
- Financial Planning Association of Australia
Certified Financial Planner (CFP) (Financial Planning Practitioner)
2009 - 2011 - Kaplan Professional
Specialist Self Management Super Fund (SMSF) Course (Financial Planning and Services)
2008 - 2008 - Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning and Services)
2005 - 2007 - Kaplan Professional
Diploma of Financial Services (Financial Planning and Services)
2004 - 2005 - Deakin University
Bachelor of Commerce, Three Majors eCommerce, Information Systems & Management (Three Majors eCommerce, Information Systems & Management)
1998 - 2001 - Marist-Sion College
VCE
1992 - 1998
David Pitt Skills
- Personal Financial Planning
- Self Managed Superannuation Funds (SMSF)
- Shares
- Financial Modeling
- Licensing
- New Business Development
- Strategic Planning
- Holistic Financial Planning
- Financial plannning
- Retirement Planning
- Investments
- Superannuation
- Income Protection
- Life Insurance
- Risk Management
- Estate Planning
- Financial Services
- Insurance
- Wealth Accumulation Strategies
- Gearing
- TPD
- Rollovers
- Business Planning
- Mortgage Lending
- SMSF
- Wealth
- Business Strategy
- Tax
- Wealth Accumulation
- Wealth Management
- Retirement
- Financial Planning
- Portfolio Management
- Term Life Insurance
- Retirement Income Strategies
- Customer Service
- Management
- Microsoft Excel
- Financial Analysis
- Business Development
- Finance
David Pitt Summary
- David Pitt, based in Melbourne, VIC, AU, is currently a Head of Licensing and Strategic Growth at Akambo Financial Group. David Pitt brings experience from previous roles at First Financial Pty Ltd, Crowe Horwath, WHK Melbourne and Port Melbourne Football Club. David Pitt holds a 2024 - 2028 Kaplan Business School. With a robust skill set that includes Personal Financial Planning, Self Managed Superannuation Funds (SMSF), Shares, Financial Modeling, Licensing and more. David Pitt has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Akambo Financial Group Employees
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Robert Makdissi
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Ruben Bock
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Tim Jorgensen
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Chris Willaton
Director and Chief Investment Officer
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Ben Casley
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Aaron Walshe
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Annie Pruys
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Avraam Konstantinidis
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Kevin Zhu
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Marshall Owen
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