Troy Davey

Background

About Troy Davey

I provide direct investment advice and funds management services to private individuals and families, their companies, trusts, and superannuation funds. Our services are open architecture and our preference is to invest directly wherever possible. Because of this we can provide investment management without conflict or compromise and with transparency. I commenced my professional career in the Ord Minnett Brisbane office in 2006, where I spent approximately two years before joining the Sunshine Coast team in early 2009. The greatest reward in my job comes from developing a financial roadmap for my clients based on their unique needs. I service a wide range of clients many of whom are accumulating wealth, approaching retirement, or are retired. As such, I have extensive experience with superannuation and retirement planning. Through strategic and investment advice, I look forward to helping more Australians build wealth for future generations.