David Marwood
CPA, CA, CFP, B.Bus

David commenced employment with Charles & Partners in April, 1987 and became a partner in 1997. He completed the Bachelor of Business Degree at Ballarat College of Advanced Education in 1980. Davids' post graduate studies include completing the Institute of Chartered Accountants Professional Year in 1984 & the Process of Financial Planning in year 2000. He is an Authorised Representative of Interprac Financial Planning Pty Ltd, a member of the Financial Planning Association, the Certified Practising Accountants of Australia & the Chartered Accountants ANZ.

David has been providing advice & assistance to a diverse range of small business clients for over 30 years. He has a particular interest in primary producers having grown up on a Mallee farm. David has a wealth of experience & can provide assistance to clients in all areas including finance applications, cash flows, business structuring, taxation & self-managed superannuation.

dmarwood@charles-partners.com.au

Address

146-148 Langtree Avenue, Mildura VIC 3500, Australia

Call Us

03 5023 0357

Email Us

charles@charles-partners.com.au