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Anthony Davis

Davis Accounting & Wealth Management

Silver
8 Yrs Experience
New Farm, QLD 4005

As a Fellow Chartered Accountant I offer ethical advice that is first and last in the best interests of my clients. Serving high income and high net worth clients Davis Wealth Management offers a bespoke and discreet service for discerning clients. The firm's ability to provide tailored, high-quality advice to our clients, ensures that their complex financial requirements and family dynamics are addressed in the manner most appropriate to their circumstances and desires.

Expertise

  • Superannuation
  • Self Managed SuperFunds
  • Property Investment
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer our services on a fee for service basis.

At a glance

  • Adviser status Silver
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Master of Business Administration (Finance Concentration)
  • Language spoken
    • English

Davis Accounting & Wealth Management

183 James St
New Farm, QLD 4005

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Davis Accounting & Wealth Management

AFSL 488666