Director
Qualifications:
1990 – Bachelor of Business (Distinction), University College of Southern Queensland
1994 – Chartered Accountant (CA)
1994 – Registered Tax Agent, Tax Practitioners Board
1998 – Licensed Securities Dealer
1998 – Multi Life Office Agent
1998 – Authorised Representative (231864), Count Financial Limited
2021 - Financial Adviser Examination (FASEA Standards Authority)
Associations:
1994 – Associate, Institute of Chartered Accountants of Australia New Zealand (CAANZ)
1995 – Member, Certified Practicing Accountants (CPA) Australia
Experience: David has many years of experience in the provision of accounting and taxation advice and has been providing financial planning advice since 1998.
Tasks & Specialties:
Advanced accounting analysis and advice
- Specialising in all aspects of business accounting, income tax and GST
- Succession planning including primary production
Complex financial strategy analysis and advice
- Specialising in Superannuation, Insurance and Investments
Self-Managed Superannuation Funds (including Limited Recourse Borrowing Advice)
- Aged care
Interests: David has three children and enjoys spending time with his family. He also has a keen interest in Vauxhalls and has seen many parts of Australia in his own collection of vintage Vauxhalls.
GET IN CONTACT
Office:
101 Neil Street, Toowoomba, QLD, 4350
Postal:
PO Box 2232, Toowoomba, QLD, 4350