About Invested Advisory

Exceptional accounting, business and tax advice

Our Vision

To be sought after by successful business owners and heads of families because of our reputation for adding value and creating financial longevity.

The Reason We Exist

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:

  • Take the time to properly understand the financial affairs of our clients
  • Are experienced with well-rounded knowledge of all things financial
  • Expertly manage the intersection of business, investments, tax and family
  • Deliver both day-to-day compliance services and long-term tactical and strategic solutions for ongoing financial health
  • Are on-the-ball & proactively introduce new ideas and solutions
  • Are flexible and tailor services to specific client needs, and
  • Have a wide and trusted expert partner network

Our Values

  • Work-life balance: We practise what we preach, and advocate for a healthy lifestyle.
  • Authenticity: We value being open-minded, honest and treating everyone with mutual respect.
  • Excellence: We are guided by an underlying drive to achieve excellence for ourselves and our clients.
  • Fun: We believe the professional and financial journey should have a daily dose of lighthearted fun.

Your partners in long-term financial health!

Set up a free consultation to partner with us

 

Meet Our Team

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.

David

David

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

Shannon

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

Abbie

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

Rosanna

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

Tahlia

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

Daniela

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

Christian

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

Ashleigh

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.

Want to grow your business? Our Free Resources will Help