Private Client Adviser
David is a Private Client Adviser based in both the Melbourne and North Sydney offices for Shadforth.
David's passion is to improve his clients' lives by enhancing their financial position. This requires him to truly understand their values as well as their material needs and wants. He can then translate complex financial information into meaningful outcomes to provide them with greater control and clarity over their financial and investment decisions.
Education and experience
David has more than 20 years' experience as a financial adviser. He holds the dual designations of CFP (CERTIFIED FINANCIAL PLANNER®) and CPA (Certified Practising Accountant). David has been a CPA since 1994 and was designated a Financial Planning Specialist (FPS) by CPA Australia in 2000. He holds a Bachelor of Business (Accountancy) from RMIT University in Melbourne (formerly Phillip Institute of Technology). More recently he has completed the CFP program with the Financial Planning Association.
Outside of work
Away from work, David enjoys being Treasurer of the Financial Industry Community Aid Project (FICAP), which raises money to support a variety of charities through the annual "Who Wants to Be a Rockstar?" event.
Meet David Raits
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