Robson Chartered Accountants Business & Finanical Advisors - Gosford - Central Coast - NSW

David Evers
david.e@robson.com.au

I joined Robson Partners in 2000 and now act as a Director. I have been providing accounting, taxation, business management, business law, financial planning, marketing and business development advice to a broad range of diversified business clients and individuals for over eighteen years. 

Having regularly engaged in the ordinary course of duties in the valuation of shares in businesses of sole traders, partnerships, private companies and unlisted public companies.

Background:

• David commenced working in the Professional Practice in 1986.
• He has had extensive experience working closely with many small and medium sized businesses, lots of different industries, both on the Coast and in Sydney.
• With over 25 years of experience, David does fully appreciate and understand the life and challenges of a small and medium sized business owner. This understanding allows for our clients to receive better strategies, that work for them, very effectively.
• David is passionate about helping business people to map out their strategies, to build, grow, and protect their family wealth.
• David has strong Tax, Consulting and Financial Planning skills that allow his to be a trusted source of advice for his clients, across all aspects of their financial lives.

Qualifications:

• Chartered Accountant from 1 July 1995.
• Registered Tax Agent.
• Certificate of Public Practice from Institute of Chartered Accountants from 1 March 1996.
• Bachelor of Commerce University of Newcastle 30 April 1993.
• Property Authority Holder - Count.
• Grade 3 Adviser - Count.
• Financial Planning Specialist accredited from the Institute of Chartered Accountants from 8 May 2005.
• AFR Smart Investor Top 50 Financial Planner 2011
• Member Self Managed Super Funds Professional Association (SPAA)
• Justice of The Peace.

Specialist skills / competencies:

• Professionally, David has had a solid grounding in taxation and business services from 1986 to date.
• He has maintained solid people skills and has been responsible for various consulting projects.
• He has also been responsible for audit work (although not a Company Auditor).
• He is the head of the Financial Services Division at the Practice, starting in 2002. His skills in this particular area are strong as demonstrated with attainment of the Grade 3 Adviser status from Count.
• During his professional life he has been exposed to business consulting and business development with his clients. He has previously obtained results at Accountant’s Boot Camps (with Bennell Innes who were part of the Results Accountants Network).
• He is passionate about business consulting and business development for his clients and sees this as an area that we will be rapidly looking to grow within the Practice.
• He is highly motivated and driven. The success of CountPlus is essential to his future success.

Business roles:

• As alluded to above, he is a Director and has a direct client portfolio within the Practice. He is the primary Technical Partner who is consulted regarding more complex issues pertaining to either planning or current situations.
• He is also the head of the Financial Services Division and responsible for the performance of that team.

Experience & Expertise:

• Wealth Creation & financial Planning
  • Retirement planning, Superannuation, Self-Managed Super Funds, Direct share and managed fund investment advice, wealth protection and geared loan investments.
• Specialist taxation advice
  • In respect to the tax consolidation regime, acquisitions and mergers, tax structuring of sale of business, family succession of businesses, tax aspects of estate planning, property developments taxation, GST and CGT.
• Business Development Services
  • Business planning, corporate strategy, expansion, property syndication, franchising, statutory and compliance services to clients, directorships and board advising, Strategic Reviews and Implementation, Family Business planning and Generational transfers.