David Wiseman

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David joined Y Partners in 1992, bringing his extensive experience working with families and business owners to the firm. Over the last 28+ years he has been grateful to forge great client relationships and provide invaluable advice to his clients.

 

He particularly enjoys working with SMSF's to help clients grow their asset base for retirement, and ensuring his clients understand all aspects of their tax so they are in the best possible position for the future.

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He loves helping families achieve their goals as they move through life - buying their houses, working, saving, paying off debts, running a business, getting married, having children, retiring. There are financial consequences associated with all these "life" events and getting them right changes lives. 

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When he's not working, David can be found surfing, playing squash or playing tennis. He also has a very keen interest in cars.

 

Qualifications

Bachelor of Arts in Accountancy

Diploma of Financial Planning

Affiliate of CA ANZ

Registered Tax Agent

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Areas of expertise

Family business • Retirement structures • Estate planning