David is equal parts care + calculation.
David Harvey
Director
David brings over 20 years of public practice experience, with deep expertise in helping clients navigate the complexities of tax and business with clarity and confidence. Known for his straight-talking style and steady guidance, David is a trusted adviser to business owners, investors and families alike.
David combines technical depth with practical insight – supporting clients with everything from compliance and structuring through to succession planning, wealth extraction and risk management. His approach is grounded in relationships and outcomes, helping clients make informed decisions that support both their immediate goals and long-term vision.
A Chartered Accountant and Registered Tax Agent, David holds a Master of Applied Taxation from the University of New South Wales and a Commerce degree from the University of Canberra. He works closely with other professionals – including legal, financial and advisory partners – to deliver advice that’s holistic, commercially grounded and always in the client’s best interest.
Greg Lally
Director
Saffat Hossain
Director