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
- 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.
David Kutcher Financial Planning Pty Ltd is a corporate authorised representative of Bluewater Financial Advisors Pty Ltd, Australian Financial Services License number 411846. Please click here for a copy of our financial services guide.