Peter Davis

Peter joined the BDJ Financial Services team in 2019 after working as an accountant with BDJ in 2013. After stints living and working in Canada and his hometown of Canberra, he moved back to Sydney in 2019 to re-join the firm.

After moving to the Northern Beaches, Peter and his wife welcomed their first child into their lives. Peter holds a Bachelor of Commerce from the Australian National University, is a Chartered Accountant (CA) and holds a Graduate Diploma of Financial Planning.

Peter is passionate about financial planning and applying his technical skills and experience to client needs. He greatly values the opportunity and responsibility an advisor is granted by their clients to play an important role in their lives in the fulfillment of their personal and financial goals.

Bob Kolevski

After a stint as an auditor with the Australian Taxation Office, Bob joined BDJ in 2001 and was admitted as a partner in 2007. He holds dual qualifications in accounting and financial planning, with a Bachelor of Commerce from Wollongong University and a Diploma in Financial Planning. Bob is a Certified Practicing Accountant (CPA), a member of Chartered Accountants Australia & New Zealand, and is a member of the Financial Planning Association of Australia.

Bob’s dual qualifications provide him with a unique perspective of client’s financial positions, both from a taxation and investment perspective. He has over 25 years experience in the provision of taxation, superannuation, insurance and investment advice, and continually strives to find best practice solutions to help clients meet their financial objectives.

Living in Sydney’s southern suburbs with his wife and son, Bob enjoys the beach, travel and photography.

Mark McGree

Mark has been with the BDJ Financial Services team since 2013 after previously working for nine years as a Financial Advisor and an analyst with a major investment bank. Mark has studied and played tennis at university in the United States on a tennis scholarship.

He lives on the Northern Beaches with his wife and daughter and still enjoys playing tennis. Mark holds a Bachelor of Business from Southern Cross University, has completed a Graduate Diploma of Financial Planning and is a Certified Financial Planner and member of the Financial Planning Association of Australia.

Mark truly values the personal relationships he has with his clients, and believes strongly in the value of having a trusted financial advisor in your corner. He strives to ensure the longer-term objectives of clients are always met whilst still catering for the ever-changing short term goals along the way.