Daniel Baldovin

Principal

Daniel has an array of experience and has enjoyed working with small to medium sized businesses and family group over the past 12 years.

Background

Daniel enjoys assisting clients with all aspects of business management, not just the tax and accounting functions. He understands that whilst the ‘numbers’ are vital to the longevity of a business, there are a vast array of pertinent factors and issues which must be managed and attended to for the business to thrive. It is with this approach that Daniel provides a holistic approach to his advice, to ensure clients’ wealth and value is maximised.

Daniel has held the role of CFO for a number of businesses over the years, both in the private-for-profit and not-for-profit areas. It is with this positioning that Daniel was able to provide additional value added services to his clients to improve business performance and profitability. He believes that by being actively involved in the on-going finance function and management of his client’s businesses that more efficient identification of improvement and growth opportunities can be capitalised upon.

Daniel is also very passionate about Philanthropy and has assisted in a number of charitable initiatives in his experience, both directly and indirectly. He encourages active engagement in the firm to promote the role of philanthropy in the community.

Daniel is a member of the Institute of Chartered Accountants in Australia and New Zealand, a Chartered Tax Advisor and is a part of STEP (Society of Trust and Estate Practitioners). He has a Bachelor of Management in Accounting and Entrepreneurship from The University of Newcastle, and a Masters of Applied Taxation from the University of New South Wales.



EXPERTISE

  • Assisted CFO Services
  • Business Services & Advisory
  • Taxation
  • Group Structuring
  • Superannuation
  • Philanthropy
  • Family Office Services

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