David Kutcher & Co. is a fully integrated accounting, tax and licensed financial planning practice. By providing accounting, tax and financial planning services we have a complete picture of your situation allowing us to maximise your after tax position and minimise the time spent managing your financial affairs.

In addition to being registered tax agents with the ATO we also hold a public practice certificate from CPA Australia and are authorised representatives of Dover Financial Advisers Pty Ltd AFSL number 307248 via David Kutcher Financial Planning Pty Ltd.

David Kutcher & Co. has been providing Accounting & Taxation services in the St George area of Sydney since 1971. During this time we have gained a reputation in providing quality accounting, taxation and business development services for our clients so as to assist them in achieving their personal and business goals.

Our team is trained to provide the various services required by our clients and do so in an efficient, friendly and straight forward manner. Our motto is – Planning Tomorrows Needs … Today!

 

OUR TEAM

Michael Berman – Financial Planner/Director

• B Com, B Acc, CPA (FPS) Financial Planning Specialist
• Advanced Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Finance/Mortgage Broking Management)
• Registered Tax Agent

Michael emigrated from South Africa in April 2004. He is married with two sons both of whom were born in Australia.
Michael has worked in the financial services and accounting industry for over a decade having worked in both South Africa and Australia. During that time he has developed an excellent working knowledge of both tax and complex financial products. Michael specialises in tax effective wealth accumulation strategies, self managed superannuation funds and personal insurance.
 

David Kutcher – Principal/Director

• FCPA
• Registered Tax Agent

David started his career working for the Australian Tax Office. Thereafter he worked for a number of multi-national corporations before opening his own accounting and tax practice called David Kutcher & Co. The practice has operated out of the same building in Sydney since 1977.
 

Danny Kutcher – Principal

Danny joined the practice in 1980 and is a registered tax agent. Prior to joining the firm Danny had 10 years experience working for the Australian Taxation Office in the Audit/Investigation Section. His experience and taxation background enable him to assist those clients whose affairs are under review.
 

Kerry Donaghy – Accountant

Kerry joined the practice in 1984 after having worked for 9 years in life assurance/superannuation and banking sectors. Her extensive knowledge of various accounting software packages including MYOB, Micropay and BGL together with her bookkeeping experience enable her to provide software training as well as bookkeeping, taxation and accounting services.
 

Victoria Lee – Accountant

Victoria joined the practice in 1996 after having worked in Hong Kong as an accountant. Victoria speaks fluent Cantonese and Mandarin and her duties include bookkeeping, data entry, taxation and payroll.
 

Vicky Cui – Accountant

Vicky joined the practice in 2010 and has a MCom from Sydney University and is an associate member of CPA Australia. Vicky speaks fluent Mandarin and her duties include taxation, bookkeeping, data entry, and payroll.

 

Our Licensee

David Kutcher Financial Planning Pty Ltd is a corporate authorised representative of Dover Financial Advisers Pty Ltd, Australian Financial Services License number 307248. Please click here for a copy of our financial services guide.