Partner - Private Advisory

David has over 15 years’ experience providing advisory services to some of Queensland’s leading privately owned businesses and family groups. David understands the many challenges faced throughout the family business lifecycle from managing daily operations, tax and compliance, planning an exit strategy, structuring, asset protection and wealth management. He works collaboratively with clients to provide holistic, practical advice tailored to the client’s specific business and family goals.

David has experience in areas including:

  • Preparation of financial statements
  • Australian taxation and business law
  • Business benchmarking and modelling
  • Business acquisitions and sales
  • Business succession planning
  • Family estate planning

Industry experience:

David leads the Brisbane office Agribusiness, Food and Beverage Industry Group. David has worked with clients from a broad range of industries such as:

  • Real Estate & Construction
  • Professional Services
  • Primary Production
  • Food & Beverage
  • Manufacturing
  • Registered Training Organisations

David has been seconded to Grant Thornton Sweden where he assisted in the implementation of practices to improve our international service offering to clients, as well as the audit of multi-national privately held companies.

Qualifications
  • Bachelor of Commerce (Accountancy & Finance)
  • Member of the Institute of Chartered Accountants in Australia