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Alex Davis

Alex Davis

Alex Davis

Senior Manager, Superannuation, Estate Planning & Asset Protection

+61 (8) 9463 2463
alex.davis@mgiperth.com.au

Alex has over 21 years’ experience in accounting and taxation, including eight years in the financial services industry.

His areas of expertise include wealth protection and life insurance, investment advice (including tax-effective investments) and retirement planning strategies. Alex focus is to provide an integrated service for his clients’ individual, business and investment needs, and developing long term client relationships.

Areas of expertise

  • Self-managed superannuation funds
  • Retirement planning
  • Estate planning
  • Asset protection

Qualifications

  • Bachelor of Business (Accounting)
  • Certified Practising Accountant
  • SMSF Specialist Advisor (SPAA)
  • Graduate Diploma of Financial Planning

Currently hiring

We are currently recruiting for 2-3 accountants to join our Business Services team at various levels. If you are qualified or near-qualified and are looking for a new challenge... LEARN MORE...

About Us

We work in collaboration with our clients throughout their business and wealth creation journey. Our own business successes have been achieved by helping our clients reach their ambitions...LEARN MORE...

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