David Marsh
BCom (Acc) CA CTA GDipFinPlanning CFP® GAICD JP
David leads 360Private’s Strategic Advice team, where his focus is bringing the pieces of a family’s financial life together – the business, the tax, the investments, and the plan for what comes next. Since joining the firm in 2008, he has worked closely with high-net-worth families and business owners, many of whom have trusted 360Private with their affairs across generations.
David began his career as a tax and accounting specialist and later became a qualified financial adviser. With this diverse background, David delivers genuinely integrated advice – where the tax strategy, the business structure and the investment plan are designed to work together. For family groups and businesses, that’s what good outcomes depend on.
David is formally accredited in family business advisory, and it shows in his work on the decisions families find hardest: bringing children into the business, treating family members fairly and handing over the reins. His advice is practical and honest – what clients need to hear, not just what they want to hear.
Areas of Expertise
- Strategic advice for families and business owners
- Taxation and accounting advice
- Family business succession
- Wealth and financial planning
- Board governance, audit and risk
Qualifications & Memberships
- Bachelor of Commerce (Accounting)
- Graduate Diploma of Financial Planning
- Chartered Accountant (CA), Chartered Accountants Australia and New Zealand
- Chartered Tax Adviser (CTA), The Tax Institute
- Certified Financial Planner (CFP®), Financial Advice Association Australia
- Graduate (GAICD), Australian Institute of Company Directors
- FBA Accredited Advisor, Family Business Association
- ASIC Registered Financial Adviser
- ASIC Qualified Tax Relevant Provider
- Registered Tax Agent
- Justice of the Peace for South Australia (JP)