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david pointon

PRINCIPAL
B.Ec. F.C.A. C.F.P. A.S.I.A. A.A.I.M. JP

David is a Fellow of the Institute of Chartered Accountants in Australia, and a Certified Financial Planner.

David has been in practice as a Chartered Accountant for 25 years and a Financial Planner for 24 years and operates a Australia Financial Services Licence.

Academic Qualifications

Bachelor Economics (University of Adelaide)
Chartered Accountant - Institute of Chartered Accountants in Australia - Fellow
Graduate Diploma in Applied Finance & Investment (Financial Services Institute of Australasia)
Graduate Certificate in Agricultural Business (University of Adelaide, Roseworthy Campus)
Certified Financial Planner - Financial Planners Association of Australia
Certified Practicing Manager - Australian Institute of Management
Registered Tax Agent
Registered Company Auditor

 

 
 
 
in the news

  • THE RISE AND RISE OF THE AUSTRALIAN DOLLAR
    • 05/02/2011
  • For the first time in almost 30 years, we have seen the Australian dollar break through, and hover around, US$1.  The September quarter saw our currency appreciate...more..

  • ETHICS IN FINANCIAL PLANNING
    • 05/02/2011
  • When a financial planner knowingly and willingly rips off a client, provides deliberately misleading advice or promotes an inappropriate product, the question is often, “Why?”. It’s not enough...more..
 
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