Your dedicated team.
Just like you, our directors bring specialist expertise and are supported by a qualified team of accountants, strategy and technical experts, bookkeepers, client managers and administration specialists. We are focused on growing, managing and protecting the wealth of our clients and achieve this with dedication, honesty and good communication.
David Bartels
Principal Financial Adviser and Partner
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I grew up as one of five children with my father Paul working as a country GP in Cunnamulla in rural Queensland, witnessing firsthand the long hours Dad worked to provide for the family, the sacrifices he made for the health of the community, the onerous studies and training required, and the financial stress on the family.
After following in the footsteps of our family’s medical background, I commenced work as a pharmacist in community and hospital pharmacies in Queensland, the UK and Ireland.
However, although I enjoyed helping people with their health as a pharmacist, I realised my true vocation is guiding and inspiring Doctors to make smart financial decisions for themselves and their families.
Our ultimate reward is the privilege of sharing the financial journey with clients and the positive impact our advice and support has for them and their families.
David has been a financial planner since 2007 and holds an Advanced Diploma of Financial Planning, Graduate Certificate in Applied Finance & Investment, Certificate IV in Finance and Mortgage Broking, Bachelor of Pharmacy, completion of Level 1 of the Chartered Financial Analyst (CFA) program, registration with the Tax Practitioners Board as a tax (financial) advice service provider and is a certified Commissioner of Declarations.
Outside of assisting Doctors and their families, David enjoys catching up with family and friends, is a forever-hopeful Reds and Australian rugby supporter and a self-confessed finance and wine nerd. He and his wife Amy do their best to keep up with their energetic children, Ellie and William.
Tony D’Agostino
Principal Accountant and Partner
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I believe that to be successful with your financial affairs, you need to have a clear plan and strategy. My focus is on delivering the best accounting, taxation and business services and advice to Doctors, their families and medical practices to meet your personalised strategy.
Tony has over 30 years’ experience advising Doctors and helping medical practices to develop and realise their goals for establishment, growth and succession.Tony holds a Bachelor of Commerce, Diploma of Financial Planning, is a Chartered Accountant and Fellow, and is a member of the Taxation Institute of Australia, Australian Institute of Management and the Institute of Chartered Accountants Australia and New Zealand.
Away from work, Tony is an active member of the Italian community, is passionate about good food and wine, and can often be found pursuing his musical passion as a listener and sometimes vocalist.
Ashley Staunton
Principal Accountant and Partner
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Providing good advice is driven by a mixture of experience, a commitment to lifelong professional learning and attention to detail. I pride myself on taking a thorough approach to exploring all options for legally minimising your tax for your personal and private practice tax affairs, and communicating in a clear and transparent way.
Ashley has over 15 years of accounting industry experience and is a founding member of the firm. He provides advice on Doctors’ tax, accounting and business strategy to help clients attain the best tax outcomes and achieve their financial goals.Ashley holds a Bachelor of Accounting & Finance and is a Chartered Accountant and member of the Institute of Chartered Accountants Australia and New Zealand.
When not at work, Ashley enjoys spending time with his young family, working on DIY home improvement projects, and pursuing his favourite recreational activities: fitness and surfing.
