David Wilson
David Wilson is a highly qualified experienced profit improvement and wealth creation and tax accountant and has been helping successful businesses and investors since 1983. He advises clients in many industries and specializes in assisting professionals and investors restructure and improve their business and/or wealth position.
David operates The David Wilson Alliance which is a group of multidisciplinary Asset Strategists and knowledge partners dedicated to helping aspiring individuals realise their personal, business and family aspirations through street- smart, holistic and resourceful asset protection, creation, growth and realisation.
Qualifications:
- Associate of the Institute of Chartered Accountants in Australia
- Registered Tax Agent
- Professional development courses; including:
- Eldred "Improving Profit" Training Course
- Purposeful Learning "Train the Trainer"
- Mindshop Strategic Planning & Financial Management
- Graduate of the Institute of Chartered Accountants Management Advisory Services Workshops
- Licensed AusIndustry World Competitive Service (WCS) Consultant - "Business Planner"
- Former committee Member of the Institute of Chartered Accountants Small Business Committee
- Completion of the Institute of Chartered Accountants Financial Planning Accredit ted Program
- Business Mentor under the NEIS Program
- Graduate - Money Magic/ Instant Income
- Member of National Taxation Agents Association
Experienced Speaker - topics include:
-
- Australian Property Masters Conference "Taxation for Property Investors"
- Rags to Riches "Accounting Issues for Wealth"
- National & Victorian Investors Club "Maximising Property Tax Deductions"
- Share Traders "Taxation Issues for Share Options Traders"
- Commonwealth Bank "Improving Profit Business Seminars"
- Small Business Expo "Cash Economy Crackdown- Are you covered?"
- Breakfree Events "Structure your Wealth"
- Small Business Victoria - Business Expo "Your Business and your Accountant"
