David McLeod is a qualified SMSF (Self-Managed Super Fund) Specialist and Chartered Accountant with over 20 years of experience in the financial industry. David specialises in retirement planning and investment, compliance advice and SMSF administration.
David works with a wide range of clients including self-employed professionals, retirees and high-net-worth individuals. He provides effective tax and retirement strategies tailored to all financial stages of client’s life.
A dedicated SMSF professional, David enjoys working closely with his clients and providing support and assistance to them throughout their SMSF journey.
Recently David was recognised for his contribution to the industry as a finalist in the 2019 SMSF Specialist Accountant of the Year.