Troy Davey is a Senior Private Wealth Adviser with Ord Minnett Sunshine Coast.
Troy commenced his professional career with the Ord Minnett Brisbane team in 2006 and moved to the Sunshine Coast office in 2009. During his time with Ord Minnett, he has worked through various roles whilst studying at university.
With this extensive experience, he is now well placed to provide structuring, direct investment advice, as well as funds management services to private individuals and families, and their companies, trusts, and superannuation funds.
Troy can provide advice and portfolio management services in a range of areas including Australian shares, fixed interest, international shares, managed funds, cash management services, leveraged investments, initial public offerings (IPOs) and other capital raisings
Specific areas of expertise include superannuation, self-managed super funds (SMSFs), pre and post-retirement planning, aged care, wealth creation, transfer strategies and portfolio management.
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