Our focus for September is financial management and nobody speaks the financial lingo more than our very own partner, Dale Edwards.

Dale has over eighteen years’ experience in the accounting industry and is a member of the Institute of Chartered Accountants and a Registered Tax Agent. He has an extensive background in financial management and specialises in the small to medium business space.

He works closely with his clients in mentoring and assisting their growth and development. When asked why he chose this specialty Dale said:

“You are dealing with normal people who have an invested interest in their own business. They are carrying the risk so as their business advisor you want to do the right thing by them. When things work out for my clients, and they always do, I feel a great sense of joy. Seeing my clients happy makes me happy.”

Dale believes that financial management is an integral part of a thriving business as the stronger your financial management is the greater the opportunity you have to maximise your profits in the short term and to grow your capital value in the long term.

Prior to becoming a Partner at Advivo, Dale worked as a senior accountant handling the financial affairs for property developers in the Whitsundays. He also managed the legal process and tax treatment of a significant sale of a regional newspaper that was sold to Fairfax Media.

As a Partner, Dale’s main priority is his clients. He wants to make sure that all financial opportunities are maximised and that his clients receive the best outcomes for their business. Looking into the future, Dale is excited to be growing Advivo into a thriving and prosperous business that provides world class financial service to clients.

When Dale is not at work he is playing backyard sport with his three little boys or relaxing by reading historical fiction.