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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

1994 – Associate, Institute of Chartered Accountants of Australia New Zealand (ICAANZ)
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
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

  • Toowoomba Office

    101 Neil Street, Toowoomba, QLD, 4350
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    PO Box 2232, Toowoomba, QLD, 4350

    Telephone: (07) 4688 9111
    Fax: (07) 4688 9199