David is a founding partner in the Chartered Accounting firm Jaquillard Minns and founding shareholder and director of PortfolioGuardian.
As a Fellow of The Institute of Chartered Accountants, the Financial Services Institute of Australia (FINSIA) and the Taxation Institute of Australia, David is eminently qualified to provide high level strategic advice in areas such as superannuation, tax, finance and investment.
David has a particular interest in superannuation and investment management, having successfully implemented numerous wealth accumulation strategies for high net worth clients. Advice often extends to supporting families with their financial longevity and financial management, including strategies for estate planning, succession planning, asset protection and mentoring successive generations on managing their financial affairs.
David’s experience also includes advice on the establishment of Private and Public Ancillary. Such structures enable wealthy families to meet their philanthropic objectives in a manner which provides for longevity with significant tax advantages.