David Tong
Manager

Professional Qualifications

• Bachelor of Commerce/ Law
• Chartered Accountant (CA)

Background

At the firm, David's major role is working with family groups and businesses to find the best way to distribute their funds and minimise their tax.

While always searching for the best financial solution, David understands that any monetary decision clients make will impact other areas of their lives. He intentionally builds personal relationships with clients to understand goals and lifestyles, this enables him to tailor his advice to their particular needs.

David has the ability to explain complex concepts in a clear and logical way. He sees the value in communication and equips our clients with an understanding of how his plan will work and the reasoning behind his recommendations.

He is married to Jessie and has two children, Nathan and Sienna. He has a keen interest in cinematography and enjoys analysing the deeper themes in movies.