Troy Davey Email & Phone Number

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.

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  Financial Adviser

  Ord Minnett

  Nov 2006 - Present - Buderim, Queensland, Australia

  Ord Minnett is a leading national private wealth management group that provides advice and tailored investment solutions. Ords has more than $35 Billion in funds under advice, managed by a team of experienced investment professionals focused on providing our clients with insights and guidance to build their assets. Ord Minnett serves our clients with a network of 350 finance professionals in 10 offices throughout Australia and an office in Hong Kong.Ords clients benefit from a comprehensive suite of investor services.As a Financial Adviser I specialise in helping clients with:- Full-service stockbroking, Australian and international shares- Fixed interest and cash management solutions- Financial planning- Superannuation- Estate and retirement planning- Funds management, leveraged investments, initial public offerings (IPOs) and other capital raisings