David Pointon

B.Ec. F.C.A. c.F.P. F.Fin. C.P. Mgr. J.P

Director

Chartered Accountant and Financial Planner

David started in the finance industry as a Chartered Accountant in 1985 then expanding this role to also include Financial Planning in 1987. David specialises in vast range of services including investment portfolio services, aged care, accounting, financial planning, and practice management. David is Pointons Principal Accountant and Financial Planner. Pointons Pty Ltd was founded by David in 2000. David started in the finance industry as a Chartered Accountant in 1985 then expanding this role to also include Financial Planning in 1987. David specialises in vast range of services including investment portfolio services, aged care, accounting, financial planning, and practice management. David is Pointons Principal Accountant and Financial Planner. Pointons Pty Ltd was founded by David in 2000.

Academic Background

Bachelor of Economics

University of Adelaide

Chartered Accountant – Fellow

Institute of Chartered Accountants in Australia

Graduate Diploma in Applied Finance and Investment

Financial Services Institute of Australasia

Graduate Certificate in Agricultural Business

University of Adelaide, Roseworthy Campus

Financial Planners Association of Australia

Financial Planners Association of Australia

Certified Practicing Manager

Australian Institute of Management

Registered Tax Agent

Registered Company Auditor

Memberships

The Institute of Chartered Accountants in Australia

Fellow

Institute of Charactered Accountants in Australia

CA Financial Planning Specialist

Financial Services Institute of Australasia

Fellow

Financial Planners Association of Australia

Certified Financial Planner

Australian Institute of Management

Certified Practicing Manager

Golden Key International Honour Society

Member

University of Adelaide

Alumni Member

Community Positions

1986 to 1999

APEX Foundation Board; APEX Club Gawler; APEX South Australia and Northern Territory; and APEX Supply House

1990 to 2004

Board Member for the Barossa, Hills and Plains Rural Counselling Service Inc.

1995

Secretary of State Electorate for the Liberal Party Australia

1994 to 2004

Finance Committee, Trinity College Gawler

1994 to 2003

Australian Cranio-Maxillo Facial Foundation

2018

Member of the Kiev Business Group, InterNations.

Publications

Legal Structures and the Farm Business

Presented at 22nd National Conference of the Australian Farm Management Society

1996 ~ Launceston, Tasmania

Farm Management – Risk and Diversification

Presented at 21st National Conference of the Australian Farm Management Society

1995 ~ Orange, New South Wales

Wintulichs Pty Ltd and Marketing Environmental Disturbances: The ‘Garibaldi Effect

Australian Agribusiness Review – Volume 3

Can Farmers Reduce Risk by Diversification Off Farm?

Presented at 18th National Conference of the Australian Farm Management Society

1992 ~ Roseworthy, South Australia

Succession and Estate Planning – Passing on the Family Farm

Presented at 22nd National Conference of the Australian Farm Management Society

1996 ~ Launceston, Tasmania

Presented at 21st National Conference of the Australian Farm Management Society

1995 ~ Orange, New South Wales