David is the Partner of our Superannuation team, located in our Newcastle office.
He specialises in assisting high wealth clients to get the most out of their SMSFs by identifying strategies to meet their goals and provide peace of mind.
David has worked within the superannuation industry for over 11 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 accountants or financial planners, to ensure the best outcomes are achieved.
David and his team provide clients with quality superannuation fund strategic advice and administration solutions. He has a deep understanding of the strategy and legislation around superannuation, ensuring that he and the PKF Superannuation team find the right mix for his clients’ financial success.
Since commencing his career as an accountant, David has completed a Bachelor of Business, Diploma of Financial Planning (RG146) and is a member of Chartered Accountants Australia and New Zealand (CA ANZ). David is also an accredited SMSF Special Adviser (SSA) with the SMSF Association.
David is authorised under licence by Securitor to provide Financial Services and advice relating to:
- Self Managed Superannuation Funds
- Retirement Savings
- Managed Investments
- Estate Planning
- Life Investment and Life Risk Products
In 2017, David was named as the SMSF Specialist Accountant of the Year for NSW at the SMSF and Accounting Awards.