360Private

Director & Strategic Advisor

David Marsh is a Director and Strategic Advisor and manages our Strategic Advice team, following a move to advisory services after managing our Tax & Accounting team for a number of years. David has a broad range of experience in providing taxation, accounting and strategic advice across a wide variety of clients and industries, with a particular focus on high net worth family business groups.

David commenced public practice accountancy and tax services in 2008 and has furthered his experience and education since that time as a Chartered Accountant, Chartered Tax Adviser with the Tax Institute, Certified Financial Planner with the Financial Planning Association, Self-managed Superannuation Fund Auditor registered with ASIC and as a Graduate of the Australian Institute of Company Directors.

David’s speciality areas of advice involve bringing together various components of his professional experience to deliver holistic solutions across business structuring decisions, personal finance and succession planning advice and taxation consultancy matters.

David has experience with Not-for-profit organisations as a Board Member, Director and Audit & Risk Committee member and has assisted clients of our firm with their own governance matters in a consulting capacity.

Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

A very experienced team

The team from 360Private have been providing auditing and financial services to our Group of Companies for over 20 years.

We have remained a client over the duration as there has always been a very experienced team of diligent and reliable specialists available, uniquely qualified to support us in our engagement.

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