Financial Adviser
· CRONULLA, NSW
Carly Davies
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001292593
Carly Davies is a financial adviser based in Cronulla, New South Wales, with 4 years of experience in the financial services industry. Carly is currently authorised under Matrix Planning Solutions Limited. Carly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carly holds a Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
A.C.N. 133 593 012 PTY LTD
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register