Australia

โ€œCharacterโ€™s everything โ€“ do things for the right reasons and youโ€™ll never have to worry.โ€

David Freney

Partner, Business Advisory

Davidโ€™s ability to โ€˜give things a goโ€™ is underpinned by a strong sense of integrity and skill. Having benefited from a range influential mentors and almost 20 yearsโ€™ experience, heโ€™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 clientsโ€™ business operations also regularly sees him invited to attend Board and Management meetings.

Davidโ€™s well-rounded expertise across a range of industries, allows him to share astute insights that often challenge his clientsโ€™ way of thinking.

When heโ€™s not on the phone to his clients, Davidโ€™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