About
David
David works closely with professional services firms, family businesses and their associated family groups. He provides trusted advice on taxation, business and group restructures, asset protection, succession planning and estate administration.
David understands that business, family and personal affairs are often intertwined. He takes the time to understand what matters most to his clients and their families, providing clear, practical advice tailored to their circumstances and long-term goals.
Known for his straightforward and relationship-focused approach, David remains closely involved in helping clients put advice into action. Many of his clients have worked with him for years and rely on him as a trusted adviser through different stages of their business and personal lives.
Outside the office, David enjoys running with his local run club and cooking for family and friends.
Areas of expertise
- Family business, estate and succession planning
- Professional services firms and medical practices
- Trusts, tax structuring and asset protection
- Division 7A, unpaid present entitlements and small business CGT concessions
- Not-for-profit advisory
Qualifications & memberships
- Bachelor of Commerce (Accounting and Finance), University of Melbourne
- Member, Chartered Accountants Australia and New Zealand