David has thorough knowledge and understanding of the unique characteristics and issues affecting private and family groups. He has extensive experience in equity succession, estate and exit planning, shareholder agreements, corporate governance policies, structuring advice and business and strategic planning, together with his traditional business advisory services knowledge. He works with his clients to assist them in achieving sustainable business outcomes, run profitable businesses and manage risk.
David has a passion for sailing and sails recreationally. In 2009, he sailed in the Gosford to Lord Howe Island and Sydney to Hobart Yacht race and competes in the Launceston to Hobart yacht race every year.
Master of Tax, Income Tax, 1999, University of New South Wales
Bachelor of Commerce, Accountancy, 1989, University of Newcastle
Fellow, Institute of Chartered Accountants in Australia
Fellow, Tax Institute Australia