Financial Adviser · EDGECLIFF, NSW

Warren Troy Davis

18 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000333019

Warren Troy Davis is a financial adviser based in Edgecliff, New South Wales, with 18 years of experience in the financial services industry. Warren is currently authorised under Bongiorno Wealth Management Pty Ltd. Warren 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 Master of Business Administration from Deakin University. Warren is a member of CPA Australia (CPA), Institute of Public Accountants (IPA), SMSF Association and The Tax Institute.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Commerce (Accounting, Finance)

University of Tasmania

2002

Certified Practicing Accountants Program

CPA Australia Ltd

2007

Master of Business Administration

Deakin University

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Bongiorno Wealth Management Pty Ltd

Jul 2010 - Present Current

Bongiorno Financial Advisers Pty Ltd

Dec 2008 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register