Firm Profile

Firm Profile

David O’Brien & Associates is situated at Speers Point in the Lake Macquarie area, approximately 20 kilometres south of Newcastle and 150 kilometres north of Sydney. Originally established in Sydney the transition from Sydney to Newcastle has allowed David O’Brien & Associates a wide geographic client base. The practice attends to both city areas allowing clients the opportunity to have the services provided in the privacy of their own home, work environment or appointments at the Speers Point office.

Primarily aimed at the preparation of Income Tax Returns and Taxation Planning for individuals and small and medium businesses including companies, the firm offers other services from bookkeeping and computerised accounting system assistance, to corporate and business management consultancy, GST compliance, international taxation, financial advice and investment strategies. The flexibility of the service has allowed the firm a competitive advantage and is provided on the notion of ‘putting the client first’.

The combination of competitive pricing and an extensive range of services with excellent quality, has ensured that the practice has seen substantial growth, expanding it’s client base from Sydney and Newcastle since it began in 1992, to a client base extending Australia wide. A consistent personal approach to our clients has meant David O’Brien & Associates can confidently say that all of the clientele has been generated from referrals from existing clients.

In addition, the staff are both polite and friendly and take an active role in both knowing clients personally and at an advisory level – this ensures a complete business approach to the client and their business operations.

At David O’Brien & Associates, we are confident that you will be looked after by an experienced and dedicated team of professionals, where the constant aim is to provide ‘personalised professional advice’.

“We simply achieve this through providing a quality service focused on building business partnerships with all our clients. Attention to taxation planning, dependable advice and an ongoing commitment to providing a first class, personalised service, will continue to strengthen this relationship”.
– David O’Brien