Meet The Team
David has been working in the financial services industry for his whole career. He has been a partner in a financial planning practise based out of Sydney and licensed under AXA Asia Pacific. He then spent 10 years in various roles with fund managers gaining valuable experience across all sectors of the investment markets from direct and listed property, equities and derivatives. David set up and has been a director of Abcott Financial Services for the past 7 years where the business has mainly focused on providing Accounting, Homes Loans and Vehicle and Commercial Finance for their clients. David holds various financial planning and finance broking qualifications along with further studies in accounting and financial management.
David Ogg
Director
David Jones
Accountant & Registered Tax Agent
David has been an accountant since he graduated from university with an accounting degree. He has worked both within the accounting profession (tax return services, tax preparation) and in commerce in Australia and overseas. With his wife Catherine he purchased a tax agent practice in NSW in 2004, and they sold the practice in 2012 to relocate to the Sunshine Coast. David has 17 years experience in small business accounting and tax agency. He is a registered tax agent, a CPA, and a registered agent with ASIC for corporate matters. David has extensive experience in taxation matters over all areas, including Individual, Partnership, Company, Trust, and Self Managed Su
perannuation Funds; and BAS returns with a detailed knowledge of GST, PAYG, and Instalment compliance.
perannuation Funds; and BAS returns with a detailed knowledge of GST, PAYG, and Instalment compliance.
Kate can assist with your business bookkeeping needs to help you keep on top of your day to day administration and tax office obligations.
Having a dedicated bookkeeper will save you time and money in the long run. Make sure your business is running as efficiently as possible and give Kate a call on 0401 474 992 to discuss how she can help.
Kate Ogg
Bookkeeper (& the Boss)
Anthony is a fully qualified CPA and comes to Abcott Financial Services with over 20 years experience. His career began in North Queensland providing business and taxation advice to individuals and small business. (tax return services, tax preparation) Since that time, Anthony's career has taken him around the world and has involved providing detailed business and taxation advice to entities of all sizes, from mum and dad type small businesses to multinationals including GE Corporate Finance and Polygram Film International.
Anthony's passion for working with small businesses and individuals has brought him to the Sunshine Coast where he can utilise his extensive experience and knowledge for the benefit of the hard working locals. Anthony is experienced in tax matters including Individual, Partnership, Company and Trust as well as detailed knowledge around GST compliance and BAS returns, PAYG and instalment compliance.
Anthony's passion for working with small businesses and individuals has brought him to the Sunshine Coast where he can utilise his extensive experience and knowledge for the benefit of the hard working locals. Anthony is experienced in tax matters including Individual, Partnership, Company and Trust as well as detailed knowledge around GST compliance and BAS returns, PAYG and instalment compliance.
Anthony O'Brien
Accountant
Trevor has over 22 years experience to draw on when finding you the best products and rates from over 30 different lenders whether you are looking for a new home loan, investment property loan, refinance or are in need of commercial lending for your business. Trevor has a diploma in Finance and Mortgage Broking and is a member of the FBAA. Licensed through our aggregator Outsource Financial, Trevor is the most highly qualified and experienced mortgage broker you will find. CR 432 683
Trevor Morley
Lending Specialist
What We Do
Abcott Financial Services was established in 2012 as a financial services company offering finance broking and accounting services to its clients (in conjunction with David Jones Accounting). Since then we have grown to two offices based in Mooloolaba and Landsborough on the Sunshine Coast in South East Queensland. If you are in need of personal, business or superannuation fund accounting or require a home loan, investment property loan or vehicle or equipment finance then give us a call. We are able to source the most competitive products from over 30 different lenders and ensure you are set up in the most cost and tax effective manner.
Who We Are
We are a small but experienced group of professionals from the finance and accounting industries who work with our clients to ensure they are set up and mananged in the most effective way when it comes to accounting and finance.
We are currently raising funds for the Miracle Babies Foundation who provide valuable support services and equipment for hospitals to care for premature and sick newborn babies. You can donate by going to
https://miraclebabies-making-miracles.everydayhero.com/au/david
or if you would like to view more information you can go to our facebook page at
https://www.facebook.com/jamiesgift?ref=hl