Position: Director & Strategic Advisor
Address: Level 1 170 Greenhill Road
Suburb: PARKSIDE, 5063
Specialties: Accounting Services, Tax, Wealth Management
Areas of expertise: Corporate Structuring & Restructuring, Financial planning, Succession Plans
David Marsh is a Director and Strategic Advisor of 360Private and leads its Strategic Advice team. He has a broad range of experience in providing taxation, accounting and strategic financial advice across a wide variety of clients and industries, with a particular focus on high net worth family business groups.
David commenced public practice in 2008 and has furthered his experience and education since that time as a Chartered Accountant, Chartered Tax Adviser with the Australian Tax Institute, Certified Financial Planner with the Financial Planning Association, Self-managed Superannuation Fund Auditor registered with ASIC, Graduate of the Australian Institute of Company Directors, a Justice of the Peace, an Accredited Advisor with Family Business Australia and a Board and Committee Member on Not-for-Profit Boards and Committees.
David is a positive and motivated Director, delivering expertise and leadership developed over years of professional experience and education, applying best practice principles to deliver optimal strategic and operational outcomes.