Meet The Team

David Lim – Accountant

As an Accountant at Financially Sorted, David is focused on achieving the best outcomes for clients, both individuals and business owners. David collaborates with the accounting team to deliver a wide range of client tax and compliance work.

David’s expertise extend well beyond preparation of individual tax returns and business activity statements, seeing him supporting clients with complex taxation, company and trust returns and cloud accounting integrations. David strives for the highest quality outcomes and delivering beyond client expectations.

With several accounting certifications already complete including full membership of the Chartered Accountants Australia and New Zealand, David is currently undertaking a Masters Degree in Business Administration to extend his skills and knowledge.

David enjoys travelling and exploring in nature when he gets the opportunity.

Contact David

[email protected]

(03) 9888 3175

Qualifications:

  • Bachelor of Commerce (Accounting & Finance)
  • Member Chartered Accountants Australia & NZ
  • Certified Xero Advisor

Expertise:

  • Tax & Accounting Compliance
  • BAS
  • Cloud Accounting
  • Xero Software Conversions
  • Company, Trust & Individual Tax Returns
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