David is a Principal in our Business Advisory Services team and is based in Newcastle.
David has more than 13 years of experience in business advisory and delivers peace of mind to his clients through practical and holistic advice. Some of his clients have reduced time spent on their finances by 15 hours per week while others have saved hundreds of thousands in tax dollars.
David typically works with SMEs who need accountability to continuously improve and to understand the numbers so they can make informed decisions. His passion is to provide smart advice to his clients to help them achieve their ambitions and create tangible business results.
Willing to play ‘devil’s advocate’ and always contributing a fresh perspective, David adds value to any discussion and helps his clients find opportunities that others miss. His clients know that their taxation and accounting affairs are being handled with care and consideration.
David has worked with clients across industries including Independent supermarkets, Mining services, Manufacturing, Engineering, Wholesaling and retail, and Construction.
These have ranged from small, closely-held businesses to groups with turnover exceeding $180 million.
He has consulted to clients on Employee Share Schemes, Economic Impact Studies, Business Valuations, complex domestic and international tax matters and has facilitated share sales and group restructures.
David is a member of Chartered Accountants Australia and New Zealand (CAANZ), holds a Bachelor of Commerce and a Diploma of Financial Planning.