Carlson Accounting & Financial Services Ltd is a small practice which was created in 2011 when David chose to resign as a director of a large accounting practice in Dandenong to work from home with a select number of clients so he could spend more time with his family. As the number of clients grew, an office in Mount Eliza was established, and David is now supported by a number of admin staff and accountants. The practice prides itself on maintaining close relationships and rapport with the client, providing a personal service where the client’s needs are always the number one priority
David is a member of CPA Australia and is a registered tax agent.
He graduated from Monash University in 1989 and after spending time earlier working for the Rural Finance Commission and International Harvester, he has since worked and been a principal in one of the largest accounting firms in Melbourne’s south east. He resigned as a director in 2011 and set up this practice so he could spend time with the family.
David has extensive interest and experience in a vast range of industries and the various structures and idiosyncrasies of each. Specialising in small to medium size businesses, David can advise on the complete range of business and taxation issues.
Dealing with every client personally gives David a much better understanding of each client and their specific needs. Clients appreciate the way things are explained in a way they can understand and they know they can ring David any time for a chat.
Pennette Martin – Client Services Officer
Pennette joined the practice in April 2014 when the office in Mount Eliza was established. Pennette has worked in accounting offices for many years and has knowledge of the ATO, ASIC and office administration. Running a business with her husband gives her practical knowledge of the same issues clients are experiencing.
Taylor McMillan – Accountant
Taylor joined the team in February 2015, and has completed his Bachelor of Business (Accounting) at Swinburne University of Technology. He has also completed his Diploma of Financial Planning and currently undertaking his CPA studies. Taylor has a keen interest in all areas of business and investing. Outside of work he enjoys playing local cricket, following the Western Bulldogs and playing golf having previously worked in the industry.
Anthea Ryan – Accountant
Anthea joined the team in June 2017 after completing her Certificate IV in Accounting. Anthea has strong ties to the equestrian industry as a professional dressage rider and is a local Mount Eliza resident.
Lauren Sutcliffe – Financial Planning Assistant
Lauren joined the team in December 2017 and supports David with our financial planning clients. Lauren’s experience includes 5 years with the Commonwealth Bank Financial Department, developing and assisting high value clients, and 10 years in bookkeeping and accounts management with a local small business. Lauren has a Certificate IV in Bookkeeping and an Advanced Diploma of Business.