• We are passionate about helping people to be healthier, wealthier and wiser

Our people have extensive wealth experience

Our team has extensive wealth experience and are passionate about being well networked business people with deep and trusted connections into the Australian entrepreneurial and corporate market. The benefit of this is that our clients feel extremely valued by our collaborative approach to advice and receive the highest level of ongoing service and valued relationships.

“We have a team of dedicated financial experts with extensive wealth experience who are passionate about helping people to be healthier, wealthier and wiser.”

David Pettit, Founder & Managing Director

Our team

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 also holds an Advanced Diploma of Financial Services in Financial Planning.

David actively participates with The Association of Financial Adviser’s (AFA) GenXt division. Through the AFA, David is actively involved in the ‘Secrets of Success’ mentoring initiative where he provides guidance to new members of the advisory industry on how to provide optimal value to their clients on the advice they provide.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 a short 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.

Dale Scally

Director, Asset Class Strategist and Executive Client Adviser

Certified Financial Planner (CFP™) BBus, DipFP, Authorised Representative

Dale has over 15 years of experience in the financial services industry, advising company executives, business owners and private family groups.

Dale commenced his advisory experience as a stockbroker in the late 90’s before moving into a senior role in financial planning and wealth management. Dale now plays a major role in the development and implementation of Advocate Private Wealth’s Advisory model which is designed to ensure that clients are afforded the highest level of assistance and expertise across a broad range of technical and strategic advice areas.

Dale’s passion is for providing an advice experience that ensures clients take advantage of any opportunities afforded them and avoid pitfalls such that they can devote time and effort to the achievement of their personal objectives.During his career Dale has acted as a student mentor at Curtin University, assisting students who are studying their Masters in Financial Planning, under the Next Step Mentoring Program.

Truc Chung

Financial Adviser

BEcon, Adv Dip.FS (FP), Authorised Representative

Truc Chung is a Financial Adviser at Advocate Private Wealth. She focuses on helping corporate executives, business owners and those stewarding large pools of investment capital on behalf of others to become financially organised so they can build up and protect their meaningful wealth.

Together with the Advocate team Truc helps successful families address their five biggest concerns: preserving and growing their wealth; protecting themselves and their assets in the event of the unforeseen; managing their tax position; taking care of their heirs and; philanthropic endeavours.

Truc has over 7 years of experience dealing with the financial challenges of Australian families; she has used this time to gain a deep understanding of what works regarding personal financial management. She uses a consultative process to gain a detailed understanding of her clients’ values, goals and preferences. She then employs customized recommendations designed to address each client’s unique needs and goals in all areas of their financial life.

Successful individuals and families work with Truc to:

  • Develop and implement a comprehensive wealth management plan to help them achieve all that is important to them.
  • Make smarter decisions with their money and account for economic, legislative and personal change over time.
  • Obtain an independent second opinion from a top financial adviser in their community.

Truc has worked in the financial services industry for almost 18 years and recently as a Private Client Adviser specialising in Direct Equities advice. Truc has attained the Advanced Diploma in Financial Planning from Kaplan.

Truc enjoys dancing, yoga, spending time with her family and friends, especially time spent with her 2 sons.

Jade Burford

Principal of Risk Management

BBioMedSc, Adv.Dip FS(FP). Authorised Representative

Australian Female Financial Adviser of the Year – 2016 Finalist

Jade has been involved in the Financial Services Industry for the past 6 years and has a vast knowledge base spanning from an early career in Biomedical Sciences before discovering her true passion for the Financial Services Industry.

Jade is the Principal of Risk Management at Advocate Private Wealth and aims to ensure that all clients of Advocate are correctly managing or mitigating any risks they can in order to ensure that they are able to work towards achieving their overall long term objectives without taking on board any uncalculated risk.

Jade has a passion for ensuring that all the insurance policies her clients hold have taken into account their genetic predisposition and the medical definitions that sit within the policies are suitable based on the client’s medical history.

Jade currently holds her Advanced Diploma in Financial Planning and prior to this, Jade obtained a Bachelor of Biomedical Sciences and a Pre-medicine Certificate.

Jade is passionate about assisting her clients to ensure that they can sleep well at night knowing that they are protected in the best way that they possibly can be.

Tess Reynolds

Executive Adviser Assistant

Tess has been involved in the wealth advisory sector for 10 years. In her decade of experience, Tess has provided support to advisers and clients in areas covering investment, superannuation and insurance.

Tess describes her role as providing administrative support to advisers in order to assist them to deliver the highest level of timely and efficient service to their clients.

Tess takes great pride in her high level of customer focus and outstanding attention to detail. Her strong problem solving skills and excellent work ethic make her a most valuable member of the Advocate Team.

Ethan Treloar

Client Services

BCom – Currently studying Dip.FS (FP)

As a graduate of The University of Western Australia in 2014 with a Bachelor of Commerce majoring in Economics and Finance, Ethan joined Advocate Private Wealth in early 2015 and has taken on an administration role assisting with the implementation of client strategies. This spans all advisory areas such as insurance, superannuation and investment. Ethan enjoys being a contact point for clients and prospective clients of the firm and assisting them with enquires and making their overall client experience enjoyable.

Ethan initially commenced his career in the professional service sector and has experience working inside accounting businesses on client related matters.

Ethan is currently studying his RG 146 and is working towards achieving his goal of becoming a qualified financial adviser and helping people achieve what is important to them.

About Advocate Private Wealth

At Advocate Private Wealth our mission is to assist people to be healthier, wealthier and wiser. We believe that if you are organised in relation to your money then you will live a happier and healthier life. So, our vision is to create a platform for you to achieve whatever it is that you set your mind to.
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Find out more

Talk to us to find out how we can help.

Call now on +61 8 9200 1848

“We are passionate about helping people to be healthier, wealthier and wiser.”

© Copyright 2016 - Advocate Private Wealth. All rights reserved.
Advocate Private Wealth`s head office is in Perth, WA 6000. David Pettit, Dale Scally, Jade Burford, Truc Chung and Advocate Private Wealth Pty Ltd ABN 34 150 132 586, Authorised Representatives of Synchronised Business Services Pty Ltd ABN 33 007 207 650 trading as Synchron Australian Financial Services Licence 243313 and Life Insurance Broker Corporate Member of the Association of Financial Advisers, Level 1, 65 Palmerston Crescent, South Melbourne VIC 3205, PO Box 438 North Melbourne VIC 3051.