Staff with experience

We know that people are the backbone of our business.

We are proud of the strong, enduring relationships we have built with colleagues, associates and clients alike. Our team are a powerhouse of talent, all of whom share a passion for helping you achieve your financial goals.

David McSweeney

Principal

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David McSweeney

Principal, David McSweeney Financial

David McSweeney is the Principal of David McSweeney Financial, where he leverages his extensive experience and qualifications to provide comprehensive financial services to clients.

With a career spanning over 20 years, David specialises in managing client portfolios, consulting on business structuring, taxation strategies, and accounting, with a particular expertise in superannuation and real property transactions.

David's diverse background, extensive qualifications, and commitment to both professional excellence and community service make him a well-rounded and highly capable advisor.

Professional Background

  • Principal of David McSweeney Financial
  • 21 years at McSweeney CA
  • Retained Firefighter with Fire and Rescue NSW
  • Client Manager in the legal sector at Unisearch, University of NSW
  • Management positions in the tourism and hospitality industry

Qualifications

  • Master of Accounting
  • Bachelor of Arts in Tourism Management
  • Graduate Diploma of Chartered Accounting
  • Diploma of Financial Planning
  • Certificate in Japanese Linguistics

Memberships

  • Associate of Chartered Accountants Australia + New Zealand (CAANZ)
  • Chartered Tax Advisor (CTA) of The Tax Institute
  • Public Accounting Practice Certificate (CAANZ)
  • Tax Agent
  • Justice of the Peace

Skills and Expertise

  • Strong service delivery
  • Excellent interpersonal skills
  • Corporate business strategy
  • Taxation
  • Asset protection
  • Superannuation and real property transactions

Community Involvement

  • Retained Firefighter with Fire and Rescue NSW
  • Treasurer of Building Business Group
  • Treasurer of Parents & Citizens (P&C) Association (local school)

Personal Interests

  • Spending time with his wife and two girls
  • Photography
  • Motorcycles
  • Mechanics
  • Information technology

Brian McSweeney

Consultant

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Brian McSweeney

Consultant, David McSweeney Financial

Brian is a highly accomplished professional with an extensive background in accounting, finance, and business strategy. As a Consultant of David McSweeney Financial, he brings over 40 years of knowledge, experience, and expertise to the firm and its clients.

Brian's diverse experience, combined with his roles in various sectors, allows him to bring a broad and contemporary perspective to the professional practice. His ability to mentor clients collaboratively and foster a team spirit makes him an invaluable asset to David McSweeney Financial and its clientele.

Professional Background

  • Held senior management positions in commerce, IT, and the not-for-profit sectors
  • Founded a professional accounting practice that grew to 10 partners and 70 staff in nine years
  • Affiliated his practice with Bird Cameron, Australia's largest second-tier accounting firm in 1984
  • Established McSweeney CA in early 2000 to provide high-level professional services to the SME market

 

Qualifications

  • Diploma in Financial Services
  • Bachelor of Ministry

 

Memberships

  • Fellow of Chartered Accountants Australia + New Zealand
  • Fellow of CPA Australia
  • Fellow of The Tax Institute
  • Associate of the Financial Services Institute of Australasia (Finsia)

 

Skills & Expertise

  • Corporate business strategy
  • Taxation
  • Asset protection

 

Community Involvement

  • Held directorships and chairing roles in commerce and the not-for-profit sectors
  • Focused on education, insurance, and finance industries
  • Mentors clients in a collaborative and team-oriented approach

Victor Wang

Manager

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Victor Wang

Manager | CPA Australia | Chartered Tax Adviser (CTA)

Victor Wang is a highly qualified Manager with a robust background in accounting and taxation.

He holds a Master of Professional Accounting degree and has earned memberships as an Associate of CPA Australia and a Chartered Tax Adviser (CTA) of The Tax Institute. This combination of academic achievement and professional certifications equips Victor with a comprehensive understanding of financial management and tax strategies.

In his role, Victor finds great satisfaction in applying his expertise to solve complex tax challenges for clients. He thrives on helping them navigate the intricacies of the tax landscape, using his knowledge and skills to achieve their financial goals.

His passion for his work is evident in his approach to tackling diverse taxation issues, from corporate tax planning to individual financial strategies.

Qualifications

  • Master of Professional Accounting
  • Associate of CPA Australia
  • Chartered Tax Adviser (CTA), The Tax Institute

 

Personal Interests

  • Photography – enjoys capturing landscapes and portraits

 

Unique Experience

  • Black belt in Taekwondo, certified by the World Taekwondo Federation
  • Martial arts training instilled discipline, focus, and resilience

Victor’s diverse skill set, combining financial acumen with creative pursuits and martial arts discipline, makes him a well-rounded professional. His ability to balance complex tax advisory work with personal interests demonstrates his commitment to continuous growth and self-improvement, both in and out of the workplace.

Win Tan

Accountant

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Win Tan

Associate, CPA Australia

Win Tan is an Associate of CPA Australia with a diverse educational background.

She holds a Graduate Diploma in Professional Accounting and is currently pursuing her Master's degree, with just two papers remaining. Win's academic journey also includes a Diploma of Accounting from TAFE and a BA in History, showcasing her multifaceted approach to learning and professional development.

In her role at David McSweeney Financial, Win finds the work intellectually rewarding, thriving on the challenges and complexities of financial management. Her analytical skills, combined with her historical perspective, allow her to approach accounting problems with a unique and insightful lens.

Professional Background

  • Associate of CPA Australia
  • Extensive experience in financial management and accounting

 

Qualifications

  • Graduate Diploma in Professional Accounting
  • Currently pursuing a Master’s degree (two papers remaining)
  • Diploma of Accounting (TAFE)
  • Bachelor of Arts in History

 

Personal Interests

  • Volleyball – enjoys both backyard games and local competitions
  • Landscaping – appreciates the creativity and attention to detail involved

 

Unique Experience

  • Former clothing designer in her early 20s, demonstrating her creative flair and adaptability

Win's diverse background in history, fashion, and accounting, coupled with her ongoing professional development and varied interests, make her a well-rounded and adaptable professional in the field of accounting.

Linda Li

Accountant

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Linda Li

Graduate Accountant | ASA (CPA Australia) | ACCA Affiliate

Linda Li is a Graduate Accountant with a strong educational background in accounting and finance.

She holds a Master of Professional Accounting degree and has earned prestigious designations as an Associate of CPA Australia (ASA) and an Affiliate of the Association of Chartered Certified Accountants (ACCA Affiliate). This combination of academic achievement and professional certifications equips Linda with a comprehensive understanding of financial management and taxation strategies.

In her role, Linda finds great satisfaction in engaging with tax data and helping clients maximize their tax benefits. She is passionate about learning taxation law, which not only improves her technical skills but also enhances the quality of her work, allowing her to better serve clients.

As a Graduate Accountant, Linda assists in preparing financial statements, preparing Tax Returns, managing accounts payable and receivable, and ensuring compliance with relevant regulations.

Qualifications

  • Master of Professional Accounting
  • Associate of CPA Australia (ASA)
  • Affiliate of the Association of Chartered Certified Accountants (ACCA)

Personal Interests

  • Travel – enjoys discovering nature and exploring different cultures
  • Food exploration – passionate about trying cuisines from various countries

Unique Experience

  • Moved to Australia to fulfill her childhood dream of seeing real kangaroos
  • Her determination to achieve this goal reflects her strong commitment and ambition

Linda’s combination of professional expertise, passion for continuous learning, and personal interests in travel and cuisine make her a well-rounded individual. Her ability to balance complex accounting work with personal growth and exploration demonstrates her commitment to both professional excellence and personal fulfillment.

Euganie Smith

Client Services Manager

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Euganie Smith

Client Services Manager

Euganie Smith is the Client Services Manager at David McSweeney Financial. In her role, she is dedicated to providing assistance and collaboration with her team to ensure exceptional service delivery to clients. Euganie's commitment to teamwork and client satisfaction is central to her professional ethos.

What Euganie enjoys most about her position is the opportunity to assist clients and work closely with her team members. She finds fulfillment in fostering a supportive environment that enhances both client relationships and team dynamics. Her focus on collaboration not only contributes to a positive workplace culture but also ensures that client needs are met effectively.

Key Strengths

  • Client relationship management
  • Team collaboration and support
  • Efficient service coordination

Personal Interests

  • Community engagement – passionate about collaboration, interaction, and support

Euganie's blend of client-focused service and administrative expertise positions her as a valuable asset in managing client relationships and enhancing overall satisfaction within the practice. Her dedication to teamwork and client assistance exemplifies the core values of effective client services management.

Client Testimonials

  • Frank
    David McSweeney and his team have been our accountants of choice since 2003 for our company finances and taxation.  David has helped our business every step of the way, as we grew from a small outpost, to a multi-million-dollar company.  He makes sure everything is prepared to exacting standards, and gives us wise advice for managing our local and global financial portfolios.  David's experience and incredible attention to detail is what makes us confident that all our financial affairs are in order.  His genuine interest in our company, as well as his clarity and geniality, is what keeps us coming back every year for over 20 years!
    Frank
  • John
    I first engaged David McSweeney around 15 years ago, when I was facing some major life decisions requiring accounting & financial advice. Having recently been made redundant from my long-term career and wishing to deal initially with mortgage stress, plus establishment of a new lifestyle property with accommodation business attached, I was looking for more than standard accounting advice, as I needed a pro-active consultant for guidance and to work with us to achieve our long-term goals. David McSweeney Financial provided excellent strategic advice to establish and operate our accommodation business and also dealt with the separation of the business from our on-site private home, which was crucial for good financial management.  Most importantly, David pro-actively devised a future exit strategy which ultimately proved a stress-fee experience some 10 years later during the COVID years and our ultimate divestment.  We have continued to use his services to the current day.  I have no hesitation in recommending David’s services, via David McSweeney Financial, as a calm and considerate professional who provides detailed work and considered advice, always with thorough explanations and excellent communication.  All our dealings with McSweeney Financial have been pleasant and effective.
    John
  • Craig
    We have worked with David for over a decade. From the inception of our business, he has been a trusted member of our team! Providing us with a high level of expertise and advice, always there for a discussion and to guide us positively. I would highly recommend David and his service.
    Craig
  • Simon
    David is an outstanding accountant, he has been extremely helpful and supportive over the years, and I highly recommend him.
    Simon

David McSweeney Financial Pty Ltd
ACN 675 981 727
ABN 30 284 633 242

Suite 31B,  12-19 Tryon Road
Lindfield NSW 2070
Telephone: +61 2 9325 5777

PO Box 5063
West Chatswood NSW 1515