“Character’s everything – do things for the right reasons and you’ll never have to worry.”
David Freney
Partner, Business Advisory
David’s ability to ‘give things a go’ is underpinned by a strong sense of integrity and skill. Having benefited from a range influential mentors and almost 20 years’ experience, he’s confident that doing things for the right reasons are the key to success.
Clients describe David as being a partner who truly cares, treating their business and finances as his own. David helps the owners and finance leaders of middle market businesses to set their strategy and monitor results through meticulous management reporting (including KPI, budgeting and cashflow) and ongoing business strategy, coaching and support. He also has significant experience in managing banking/ financing relationships and mergers and acquisitions from end to end. His understanding of clients’ business operations also regularly sees him invited to attend Board and Management meetings.
David’s well-rounded expertise across a range of industries, allows him to share astute insights that often challenge his clients’ way of thinking.
When he’s not on the phone to his clients, David’s kept busy running after his two young daughters and dreaming wistfully of having the time to play sport.
The Facts:
Core Expertise
- Strategic business planning and implementation
- Guiding businesses through growth phase
- Management reporting
- Budgeting and forecasting
- Virtual CFO
- Taxation compliance
- Mergers and Acquisitions
Qualifications
- Bachelor of Business, Accounting
- Member of Chartered Accountants Australia and New Zealand
- Registered Tax Agent
Industries
- Family businesses & High net-worth individuals
- Media and Advertising
- Healthcare
- Professional Services
- Industrial Services
- Manufacturing
