Josh Davey

‘I am genuinely passionate about assisting clients to do what they do best and focusing on the things that generate value for them.’

Josh genuinely cares about good outcomes for clients, and ensuring they are looked after with good advice for not just now, but for the future also. He particularly enjoys setting things up well for the future so clients can focus on what they do best.

Josh is always approachable and happy to help. He has worked in Business Advisory Services since 2011, predominantly with high net wealth individuals in more complex arrangements. Since early 2013 Josh has had a strong focus on Self-Managed Superannuation Funds (SMSF), particularly those involving larger Family Groups. He is always looking at potential opportunities for clients in the fast-changing SMSF framework, and, of course, in assisting them in setting things up well for the future.

In his downtime he enjoys spending time with his family, surfing and enjoying the outdoors.

Expertise

Professional qualifications and memberships

  • Bachelor of Business, Majoring in Accounting and Business Management
  • CPA Australia (Certified Practising Accountant)
  • Xero Certified Advisor

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