Chartered Accountants
& Financial Planners
A team of future focused financial industry professionals. Our unique blend of highly skilled Chartered Accountants and non-affiliated Financial Planners means your taxation and your financial planning are considered together — in every decision we make.
David Pointon
Director / Chartered Accountant / Financial Planner
2000
Serving Gawler & the Barossa since
Licensed
Own Financial Planning Licence
Registered
Company & SMSF auditors
Non-affiliated
No bank or insurer owns us
What we do
Two disciplines, one team, every decision considered together
Privately owned licence“Pointons Financial Planners are not affiliated with banks or insurance companies, which means we work only for you, the client.”
Most large financial planning firms and “private banking” services in Australia are fully or partially owned by banks or other financial institutions. Pointons Financial Planners is one of Australia's few privately owned financial planners to hold its own Financial Planning Licence.
Grow your wealthSoftware we support
We support a range of computer based accounting software packages and can assist with cloud based integration.
Open-minded, flexible and adaptive
Our team helps you make informed decisions while incorporating risk management, taking into account opportunities and threats, aligning business strategies and creating a competitive advantage.
Meet the teamLet's talk about your next financial move
One conversation with our team covers both sides of the ledger — taxation and wealth. Book a time at our Gawler office or call us today.