Motivated to see problems as possibilities, backed by a comprehensive approach.
David has over 20 years’ experience as an advisor to high net wealth families and their businesses. His specialist focus is in the areas of business development, retirement and exit solutions include succession planning, due diligence, cash flow management, and dispute and divorce resolution. He also has extensive cross border experience, providing advisory services to several significant global entities based in the US.
“Personalised service whilst maintaining a commercial and pragmatic approach”
- Bachelor of Communication
- Member of Chartered Accountants Australia and New Zealand
- Chartered Tax Advisor with the Taxation Institute of Australia
- Diploma of Financial Planning