Data sourced from ASIC Financial Advisers Register
Financial Adviser · DUBBO, NSW

Jane Davis

17 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001002249

Jane Davis is a financial adviser based in Dubbo, New South Wales, with 17 years of experience in the financial services industry. Jane is currently authorised under Akumin Financial Planning Pty Limited. Jane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Newcastle.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Business
University of Newcastle
2011
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jun 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Commonwealth Financial Planning Limited
Mar 2015 - May 2016 Ceased
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Commonwealth Financial Planning Limited
Jul 2012 - Aug 2013 Ceased
Commonwealth Financial Planning Limited
Oct 2009 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register