B.Ec. F.C.A. c.F.P. F.Fin. C.P. Mgr. J.P
ACADEMIC BACKGROUND:
- Bachelor of Economics (University of Adelaide)
- Graduate Diploma in Applied Finance and Investment (Financial Services Institute of Australasia)
- Certificate in Agricultural Business (University of Adelaide)
- Certified Financial Planner (Financial Planners Association of Australia)
- Certified Practicing Manager (Australian Institute of Management)
- Chartered Accountant – Fellow (Institute of Chartered Accountants in Australia)
- Registered Tax Agent
- Registered Company Auditor
SUMMARY OF CAREER:
David has over 38 years experience as a Chartered Accountant and over 30 years experience as a Financial Planner. He specialises in vast range of services including investment portfolio services, aged care, accounting, financial planning, and practice management. David is Pointons Principal Accountant and Financial Planner. Pointons Pty Ltd was founded by David in 2000.
MEMBERSHIPS:
- The Institute of Chartered Accountants in Australia – Fellow
- Institute of Charactered Accountants in Australia – CA Financial Planning Specialist
- Financial Services Institute of Australasia – Fellow
- Financial Planners Association of Australia – Certified Financial Planner
- Australian Institute of Management – Certified Practicing Manager
- Association of Independently Owned Financial Planner – Commercial Member
- Golden Key International Honour Society – Member
- University of Adelaide – Alumni Member
PUBLICATIONS:
“Legal Structures and the Farm Business”
Presented at 22nd National Conference of the Australian Farm Management Society – 1996 – Launceston, Tasmania
“Legal Structures and the Farm Business”
Presented at 22nd National Conference of the Australian Farm Management Society – 1996 – Launceston, Tasmania
“Succession and Estate Planning – Passing on the Family Farm”
Presented at 22nd National Conference of the Australian Farm Management Society – 1996 – Launceston, Tasmania
Presented at 21st National Conference of the Australian Farm Management Society – 1995 – Orange, New South Wales
“Wintulichs Pty Ltd and Marketing Environmental Disturbances: The ‘Garibaldi Effect’”
Australian Agribusiness Review – Volume 3 – 1995
“Farm Management – Risk and Diversification”
Presented at 21st National Conference of the Australian Farm Management Society – 1995 – Orange, New South Wales
“Can Farmers Reduce Risk by Diversification Off Farm?”
Presented at 18th National Conference of the Australian Farm Management Society – 1992 – Roseworthy, South Australia
COMMUNITY POSITIONS:
- APEX Foundation Board; APEX Club Gawler; APEX South Australia and Northern Territory; and APEX Supply House (1986 to 1999)
- Board Member for the Barossa, Hills and Plains Rural Counselling Service Inc. (1990 to 2004)
- Secretary of State Electorate for the Liberal Party Australia (1995)
- Finance Committee, Trinity College Gawler (1994 to 2004)
- Australian Cranio-Maxillo Facial Foundation (1994 to 2003)
- Member of the Kiev Business Group, InterNations. (2018)
