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David McLeod

David McLeod

Partner, Self Managed Super Funds

A qualified Self-Managed Super Fund (SMSF) Specialist and Chartered Accountant with over 20 years of experience in the financial industry. 

Specialising in retirement planning and investment, compliance advice and SMSF administration.  David works with a range of clients including self-employed professionals, retirees and high-net-worth individuals, providing effective tax and retirement strategies tailored to all financial stages of client’s life.

David is dedicated to working closely with you and providing the right advice, support and assistance throughout your SMSF journey.  David has been recognised for his contribution to the industry and commitment to his clients through nomination as a finalist for SMSF Specialist Accountant of the Year.

Services

  • Superannuation