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Showing 1 - 5 of 5 results for "David Pettit"

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... practice development and operational capabilities, while maintaining continuity in their existing relationships," said David Pettit, founder and managing director of PictureWealth. "We are now entering a structured discovery phase whereby any future ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... this week. The report found that Picture Wealth has signed 42 advisers in the past 12 months, based on ASIC data. David Pettit, co-founder of Picture Wealth, said that there's more room for growth in the financial planning sector. He pointed out ...

Fintech acquires licensee

ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
... million late-seed funding round, comprising of private equity and debt. PictureWealth co-founder and chief executive David Pettit said that NEO is in alignment with his company's culture. "We found that the leadership team at NEO Financial Solutions ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... covering automated advice from budgeting and cash flows, to insurance, property and investments. PictureWealth founder David Pettit said the app goes further than aggregating accounts and helps clients understand what they could be doing better or differently ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... hasn't been done before", which is provide digitised advice across all aspects of personal finance, says its founder David Pettit. The app, which aggregates different accounts to paint a holistic snapshot or a 'welfie' of finances, is a free online tool ...
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