Managing Director

• May 2015 - Present

We provide business and personal clients with high quality, personalised and above all, independent and ethical advice, to enable them to grow, protect and secure their financial futures. Established in 1984, Davis Accounting & Wealth Management, serves a select group of high net worth individuals and family groups. The firm is family owned and managed and this family element of the firm extends from our team of advisers to our clients, who are looked upon as part of our extended family. We specialise in advising clients with complicated financial and taxation affairs, delivering seamless solutions that ensure the most beneficial outcome for each client’s personalised requirements. Our aim is to take the headache, stress and time demands out of managing your financial affairs to allow you to focus on what is important to you. We do not aim to compete with low cost providers. We deliver a high touch point environment where we care about client outcomes. Importantly, we do not outsource work to contractors or to overseas offices. All work is handled by staff, in our office, so that you can pick-up the phone at any time and speak to us directly. Or better yet, drop into our office to see us. Davis Accounting & Wealth Management’s areas of expertise encompass all areas of financial, taxation and accounting advisory services, superannuation (and Self Managed Superannuation Fund “SMSF”) advice, trust and estate planning, wealth management, audit and assurance, management and strategy consulting and corporate finance advisory services. So before you make any important decision that could impact on your financial future, make an appointment with our experts to ensure your best interests are protected.

Board Member, Queensland Public Practice Panel

• Apr 2019 - Present

The QPPP provides a forum for public practitioners in Queensland to provide feedback regarding local issues to the leadership of Chartered Accountants ANZ. The QPPP provides CA members with the opportunity to influence the local operations of Chartered Accountants, including providing insights into issues affecting members and businesses in Queensland (e.g., in respect of: local CPD/CPE activities; State taxation and policy matters; economic issues affecting Queensland entities). The QPPP provides a forum for public practitioners in Queensland to provide feedback regarding local issues to the leadership of Chartered Accountants ANZ. The QPPP provides CA members with the opportunity to influence the local operations of Chartered Accountants, including providing insights into issues affecting members and businesses in Queensland (e.g., in respect of: local CPD/CPE activities; State taxation and policy matters; economic issues affecting Queensland entities).

President Brisbane Alumni Club

• Oct 2012 - Present

Independent Consultant Specialising in Finance and Corporate Strategy

• 2012 - Apr 2015

2014 - 2015: Various consultancies with start ups, retail operations, real estate, professional services and financial services organisations 2012 - 2014: Aurizon - Independent Consultant in the Finance Partner Operations, Asset Portfolio Analysis Team 2014 - 2015: Various consultancies with start ups, retail operations, real estate, professional services and financial services organisations 2012 - 2014: Aurizon - Independent Consultant in the Finance Partner Operations, Asset Portfolio Analysis Team

Independent Consultant - Finance Partner Operations, Asset Portfolio Analysis Team

• 2012 - 2014

Group Financial Analyst

• 2012 - 2012

Managing Director

• 2011 - 2012

Global, multi-strategy long / short funds management and search fund. Global, multi-strategy long / short funds management and search fund.

Group Planning and Development

• 2009 - 2011

Corporate Strategy and M&A advisor to the CEO and Board of Directors Corporate Strategy and M&A advisor to the CEO and Board of Directors

Consultant

• 2009 - 2009

Consultant to Ugandan and developing country entrepreneurs to assist them them in realising their dreams, relieve poverty and create employment. Consultant to Ugandan and developing country entrepreneurs to assist them them in realising their dreams, relieve poverty and create employment.

Global Multi-Strategy Hedge Fund

• 2008 - 2009

Research Analyst Internship and part time role through second year of MBA. Research Analyst Internship and part time role through second year of MBA.

M&A Transaction Services

• 2004 - 2007

Deloitte Corporate Finance

• 2001 - 2004

Assurance & Advisory Services

• 1999 - 2001