Professional experience
David has a deep understanding of the strategy and legislation around superannuation, estate planning and investments.
He has worked within the superannuation and investment industry for over 15 years and is a leader within the PKF Australia network. He actively seeks to build and maintain positive relationships with his clients and their referrers - whether that be other clients or their trusted professional advisers – to ensure the best outcomes are achieved.
David works closely with a broad spectrum of clients with diverse needs and provides solutions that draw on his extensive experience across the accounting, investment and advice industry. This has resulted in David becoming a private high net worth client specialist who provides holistic solutions and advice – setting him apart from financial advisers who focus only on investment or insurance.
David’s strategic Self-Managed Superannuation Fund (SMSF) experience allows him to provide solutions that others may not always identify. As a result of this experience, David has consulted on legal matters relating to SMSFs, presented at many seminars, written many articles on the topic of SMSF and investment and in 2017, David was named as the SMSF Specialist Accountant of the Year for NSW at the SMSF and Accounting Awards.
Recent examples of work include:
- Tax effective investment of client wealth across multiple structures (SMSF, Corporate, Trusts) and implementation of financial planning strategies that extract optimal after tax outcomes for clients
- Setting up an investment structure as well as asset protection for a client’s daughter who had recently moved to the U.S.A (in collaboration with a PKF firm in Los Angeles)
- Advising an Australian high-wealth client whose children live overseas and are set to inherit a substantial sum including consideration of foreign tax consequences, asset structures to enable accessibility now whilst also planning for the future and ensuring a happy balance between asset protection, tax effectiveness of assets and estate planning overlay to ensure that the estate is divided as intended.
ASIC Authorised Representative number: 001239053
Qualifications and memberships
- Bachelor of Business
- Diploma of Financial Planning
- Chartered Accountant (CA)
- Accredited SMSF Special Adviser (SSA) with the SMSF Association
What David's clients say
As new clients the process of transferring our portfolio has been thoughtfully undertaken with an awareness of our needs and concerns. New issues we were unaware we needed to engage with eg estate planning timely introduced.
I have recommended David to many people. His advice and communication make me feel comfortable and he gained my trust very quickly. Very knowledgeable.
David and his team are prompt with any actions, informative, and caring. David is also very well considered with any recommendations.
