David Baruffi
Financial Adviser
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About
David Baruffi is an ASIC-registered financial adviser based in South Perth, WA, committed to providing comprehensive and tailored financial solutions to his clients. With a career underpinned by a Bachelor of Economics from the University of Western Australia (1981) and a Diploma of Financial Planning from the FPA (2001), David has continually expanded his expertise through advanced qualifications including a Graduate Certificate, Postgraduate Diploma, and Master of Taxation from Curtin University. Further enhancing his skill set, David holds a Certificate IV and Diploma in Finance/Mortgage Broking, along with specialist certifications in SMSF advice and Margin Lending. He remains current with industry standards, completing FPC002B Ethics and Professionalism in Financial Advice in 2021. David is authorised to provide advice on a wide range of financial products, ensuring his clients receive well-rounded guidance in areas critical to their financial well-being. He specialises in superannuation, insurance, and wealth management strategies designed to grow and protect your assets. • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice, including securities and derivatives • SMSF advice David’s holistic approach ensures that every client receives personalised advice that aligns with their unique circumstances and financial goals. Whether you're planning for retirement, managing your investments, or seeking advice on superannuation, David is here to help. Contact David today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does David Baruffi offer?
David Baruffi offers advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, derivatives, Retirement Savings Accounts, and Government Debt Securities.
What are David Baruffi's qualifications?
David holds a Bachelor of Economics, a Diploma of Financial Planning, a Graduate Certificate and Master of Taxation, and various other certifications related to finance and mortgage broking.
How can David Baruffi help me with my superannuation?
David can provide expert advice on superannuation strategies, including SMSF setup and management, to help you maximise your retirement savings.
What is David Baruffi's approach to financial planning?
David takes a holistic and personalised approach, ensuring that his advice aligns with each client's unique circumstances and financial goals.
How do I get started with David Baruffi?
Simply contact David to arrange an initial consultation, where you can discuss your financial needs and goals.
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