Exceptional accounting, business and tax advice
To be sought after by successful business owners and heads of families because of our reputation for adding value and creating financial longevity.
To help business owners and their families create a work life balance so they achieve everything they want in business and life.
We do this by being trusted business partners that:
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We’re a team of highly experienced accountants & advisors who believe in working smart, living well and enjoying the rewards of hard work. While we have a focus on achieving long-term financial health, we are also experts at the annual, quarterly or monthly tax and accounting processes – just with a view to improve these as much as possible for you.
A Chartered Accountant since 2005, David is the Managing Director at Invested Advisory and has a passion for helping clients achieve their version of success. An interest in all things outdoors keeps him out of the office on weekends and usually spending time with family.
Shannon is a CPA and manager at Invested Advisory and apart from having a sharp focus on the always changing tasks and workflows, will often spend time with colleagues to help them and the team progress. Taking a keen interest in her family and sports keeps her busy most weekends.
Abbie is office manager at Invested Advisory, she uses her extensive experience in the industry to facilitate overcoming the varying challenges that present themselves and is responsible for the overall coordination of a broad range of services that allow Invested Advisory to operate efficiently. Outside of the office Abbie is exploring local restaurants, coffee shops and enjoys the relaxed Coast lifestyle.
Rosanna is a senior accountant and completes ongoing monthly, quarterly & annual compliance tasks to a high standard. When not at work, you can find Rosanna out and about walking and exploring the neighborhood with her dogs or just relaxing at home and watching her favorite TV series.
Tahlia is an accountant and bookkeeper, and while she has considerable experience in payroll and related compliance matters she is also involved in the ongoing compliance workflow at Invested Advisory and is dedicated to working with clients to accomplish their goals. Tahlia enjoys spending time with her young family, baking and camping.
Daniela is a bookkeeper with a keen eye for detail, her responsibilities include managing accounts payable, reconciliations and reporting. Her commitment is to provide excellent customer service and support to each business she works alongside while building and maintaining relationships with clients and suppliers.
When she is not working she is spending time with her family, participating in various activities and helping at SLS Noosa club as a volunteer lifesaver.
Christian is an accountant at Invested Advisory and brings a lot of experience. While not at work Christian enjoys watching TV series, playing badminton and exploring good food.
Ashleigh is an Accounting Administration Officer at Invested Advisory. Known for her calm and friendly demeanour, she is a team player always ready to lend a hand whenever and wherever needed. Committed to professional growth, she’s currently pursuing a Certificate IV in Accounting and Bookkeeping.
Outside of work, Ashleigh embraces the coastal lifestyle, enjoying 4×4 adventures and camping with her partner and dogs.