David Pettit
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300640
- Location
- Perth WA 6000
- Licensee
- Picture Wealth Advisory Pty Ltd (AFSL 530789)
- Authorised since
- 22 November 2021
- First provided advice
- 2005
- Qualifications
- Bachelor Degree, University of Otago (2002); Diploma of Financial Services ( Financial Planning ), Tribeca (2005); Advanced Diploma of Financial Services ( Financial Planning ), Kaplan (2009)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not authorised for Self-Managed Superannuation Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Pettit
David Pettit is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000300640.
David provides advice as an authorised representative of Picture Wealth Advisory Pty Ltd, which holds Australian financial services licence 530789. That authorisation dates from 22 November 2021.
The register records 2005 as the year David first provided financial advice. Qualifications and training on file include Bachelor Degree (University of Otago, 2002), Diploma of Financial Services ( Financial Planning ) (Tribeca, 2005) and Advanced Diploma of Financial Services ( Financial Planning ) (Kaplan, 2009).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised for Self-Managed Superannuation Funds.”
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Questions people ask
Is David Pettit a registered financial adviser?
Yes. David Pettit is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300640.
Which licensee does David Pettit work under?
Picture Wealth Advisory Pty Ltd, Australian financial services licence 530789.
What can David Pettit give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not authorised for Self-Managed Superannuation Funds."