David Pettit
Managing Director and Executive Client Adviser
AdvDip FS(FP), BCom, BPhEd, Authorised Representative
David has extensive experience working with individuals, private families, business owners, self managed superannuation fund trustees and charitable organisations. He enjoys helping clients to make the most of their assets and focuses on providing structuring, investment, personal and business succession advice. David has a double degree including a Bachelor of Commerce and a Bachelor of Physical Education, a unique nexus of Health & Wealth. David also holds an Advanced Diploma of Financial Services in Financial Planning.
As an international FinTech expert and award-winning entrepreneur, David is passionate about improving the financial health of people across the planet. David is the founder of PictureWealth.com which is the culmination of years of financial expertise and technical innovation. PictureWealth’s mission is to bring financial happiness to the world – on a large scale, at a low cost. David consults to financial institutions across Australia and Asia about the future of finance and his expertise in robotic financial advice (robo-advice) is changing the way people think about and interact with their money.
From 2009 to 2010, David was a Director of Incito Group. Through Incito’s majority acquisition in a number of financial services companies the company grew from zero to over $235M Funds Under Advice in an eight month period before its consolidation into an ASX listed entity in late 2010.
David has advice expertise that spans retail and wholesale investment, and with Advocate Private Wealth, David now focuses on his passion of delivering an advice experience for his clients that adds meaningful value across all dimensions of family wealth.