David Polonsky Email & Phone Number

Glen Iris, Vic, Au

Melbourne, Australia

Established in 1990, DRP Consulting Pty Ltd (previously trading as David Polonsky & Co) provides business advisory and professional services for various private clients in Melbourne.Specialties:> accounting and compliance> income tax and capital gains tax (CGT)> financial reporting and analysis> business advisory and structuring> superannuation and self-managed super funds (SMSF)> asset protection strategies> estate planning and family… Show more Established in 1990, DRP Consulting Pty Ltd (previously trading as David Polonsky & Co) provides business advisory and professional services for various private clients in Melbourne.Specialties:> accounting and compliance> income tax and capital gains tax (CGT)> financial reporting and analysis> business advisory and structuring> superannuation and self-managed super funds (SMSF)> asset protection strategies> estate planning and family law> governance and risk management> due diligence> director and non-executive director> business budgeting and cash flow forecasting> succession planning – corporate restructures, management buy outs, inter-generational transition> high net wealth tax auditsWe have experience in the following industries> health and medical> architecture and construction> IT> professional services> legal> biotech> private, commercial and not for profitAchievements> recognised as a Trusted Advisor through long standing client relationships> acknowledged for effective strategic planning and implementation of asset protection strategies> secured over 90% of our clients via referrals> provided proactive advice and tailored multi-disciplinary business advisory services to assist clients fulful their business and personal requirementshttps://drpconsulting.com.audavid@drpconsulting.com.au Show less

Melbourne, Australia

Established in 2005, the Spirit of Australia Foundation (SoAF) was established to remember and commemorate Australia’s heritage. The aim is to educate Australians, especially school students, about great Australian role models who have made a significant contribution to our country in a variety of endeavours, and remember and commemorate Significant Australians and events.TASKS> provide non-executive director support to the board> oversee finance and governance>… Show more Established in 2005, the Spirit of Australia Foundation (SoAF) was established to remember and commemorate Australia’s heritage. The aim is to educate Australians, especially school students, about great Australian role models who have made a significant contribution to our country in a variety of endeavours, and remember and commemorate Significant Australians and events.TASKS> provide non-executive director support to the board> oversee finance and governance> provide general advice with strategic planninghttp://spiritofaustralia.org.au Show less

Melbourne, Australia

In 2009 BioGrid became an independent not-for-profit company limited by guarantee with deductible gift recipient status. It's members are health services, universities and research institutes represented by 40 institutions representing 79 sites across every Australian state and the ACT. This legal and ethical arrangement with participating collaborators allows BioGrid to connect data through a common platform where data governance and access is managed by a highly skilled team… Show more In 2009 BioGrid became an independent not-for-profit company limited by guarantee with deductible gift recipient status. It's members are health services, universities and research institutes represented by 40 institutions representing 79 sites across every Australian state and the ACT. This legal and ethical arrangement with participating collaborators allows BioGrid to connect data through a common platform where data governance and access is managed by a highly skilled team. Tasks> provide expert financial, governance, risk management and related advice> assist the CEO with accounting, governance and related queries, statutory compliance requirements and liaise with the independent auditorshttps://www.biogrid.org.au Show less

Melbourne, Victoria, Australia

Established in 2011, Coraggio is a well-established community that thrives from the collective knowledge and expertise of our chairs and board members. We provide peer-to-peer mentoring, bringing private business owners who are at various stages of their company's lifecycle together to share, learn and grow.Tasks> to provide Accounting expertise at Advisory Board Levelhttps://coraggio.com.au

Melbourne, Australia

I merged my Chartered Accounting Practice trading as David Polonsky & Co with Nexia ASR (as it was pre-change of network affiliations to Moore Stephens in October 2015) and was appointed as a Director in the Business Advisory division.Moore Stephens services clients from small to medium enterprises, large private company groups, not for profit entities, subsidiaries of international companies publicly listed companies and high net worth individuals. I was one of 10 Directors… Show more I merged my Chartered Accounting Practice trading as David Polonsky & Co with Nexia ASR (as it was pre-change of network affiliations to Moore Stephens in October 2015) and was appointed as a Director in the Business Advisory division.Moore Stephens services clients from small to medium enterprises, large private company groups, not for profit entities, subsidiaries of international companies publicly listed companies and high net worth individuals. I was one of 10 Directors leading teams of professional staff to provide clients with specialist expertise and the benefits of experience across a broad spectrum of disciplines and industry sectors including; health and aged care, medical, construction, property, not for profit, IT and professional services.Our philosophy was to ensure we had a real understanding of the environment in which our clients operated to ensure we were ideally placed to help them grow and prosper. This included staying up to date and abreast of all developments and proposed changes to legislation and standards in accounting, taxation, superannuation and audit and applying to the business environment. Show less

Melbourne

Established in the 1980's, Bourne Griffiths was a reputable chartered accounting and advisory firm specialising in accounting, compliance, income tax and superannuation to high net wealth families and SMEs.Tasks> providing advisory services> accounting, income tax and superannuation advice

Melbourne

Worked with Arthur Young that was later merged with Ernst and Whinney which became EY in 1989.Tasks> business advisory, accounting, income tax and superannuation advicehttps://www.ey.com

Melbourne

Worked with Touche Ross which was later merged with KPMG.Tasks> junior member of the audit teamhttps://kpmg.com.au

Certificate In Governance Practice, Governance And Risk Management For Directors

https://www.governanceinstitute.com.au/courses-events/short-courses-certificates/certificate-in-governance-practice/

Chartered Tax Adviser (Cta)

https://www.taxinstitute.com.au/education/programs/chartered-tax-adviser-program/chartered-tax-adviser-program

Graduate Diploma Of Chartered Accounting (Graddip Ca)

https://www.charteredaccountantsanz.com/become-a-member/memberships/chartered-accountant

Diploma Of Financial Planning (Dfp1)

Bachelor Of Business In Accountancy

https://www.rmit.edu.au/