Limited Authorised Representative No. 1250008
In response to changes to legislation, David has completed his training and appointment as a Limited Authorised Representative, able to assist in the set-up, administration and wind down of SMSFs.
David Baumgartner is the Senior Partner and founder of the Baumgartner Group. David has emerged as a leader in the business advisory service industry for the small and medium enterprise market, and is well respected by his clients and colleagues. The experience of growing his own small business positions him well to anticipate and support his clients in similar circumstances.
Having developed a solid accounting background at Ernst & Young and Bourne Griffiths Boyd, David identified an opportunity to develop a unique business model based on the traditional concept of successful business relationships, built on trust.
David has developed in depth experience working with clients on business mergers, acquisitions and takeovers with transactions ranging in size from $1m to $100m, in industries as diverse as local professional services organisations to a multi-national chemical importing company. These transactions also necessitated skills in estate planning, retirement planning and business succession planning.
David is focused on the continued development of the accounting profession, the clients and team at Baumgartners and the community at large. David also has a passion for life, family and good wines.
Qualifications and memberships
- Bachelor of Economics
- Fellow, Chartered Accountants Australia and New Zealand
- Fellow, Taxation Institute of Australia
- Fellow, FINSIA
- Associate, SMSF Association
- Registered SMSF Auditor