David Baruffi

Profile picture of David Baruffi, Financial Planner - Blueprint Wealth, Perth
Certified Financial Planner®, B Econ, M Tax, SMSF Specialist Advisor™
Adviser since: 1997

David approaches financial planning from the perspective that knowledge is central to long-term success. As a co-founder of Blueprint Wealth, he has built a team-based advice structure that ensures clients have consistent support while their strategies are carefully implemented and monitored.

Level 1, 72 Melville Parade, South Perth WA 6151

More about David Baruffi

David Baruffi is a Co-Founder and Managing Director of Blueprint Wealth and has been a Financial Planner for over 20 years. David’s personal philosophy is founded on the notion that knowledge is the key to success. He is a Certified Financial Planner® who holds a Bachelor of Economics, a Master of Taxation and is an SMSF Association SMSF Specialist Advisor™.

Investment Style

Blueprint Wealth has a unique, dedicated Financial Advisor and Associate Advisor system which ensures you always have at least two people you can contact directly with any enquiries. David works closely with Associate Advisor, Josh Rendell and Relationship Manager, Stacey Kitto, who oversees the implementation of your financial plan and ensures it is completed as smoothly and quickly as possible.

Professional Standards You Can Trust

Qualifications & Memberships

  • Certified Financial Planner® (CFP)
  • Master of Taxation
  • Bachelor of Economics
  • Diploma of Financial Planning
  • Diploma of Financial Services (Finance and Mortgage Broking Management)
  • SMSF Specialist Advisor (SSA)

Industry Recognition & Awards

David is a 2016 and 2017 Amicus Award winner, AMP Financial Planning’s recognition of top performance over a sustained period (10 years). The Amicus Award recognises outstanding achievement in the areas of advice capability, compliance and net business flow with an annual Gold Award.

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