Financial Adviser
· ERINA, NSW
Anthony Ronald Joseph Davies
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277825
Anthony Ronald Joseph Davies is a financial adviser based in Erina, New South Wales, with 22 years of experience in the financial services industry. Anthony is currently authorised under Fiducian Financial Services Pty Ltd. Anthony 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 Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma of Financial Services
Kaplan
2004
Diploma of Financial Services
Kaplan
2009
SMSF
Kaplan
2011
Margin Lending & Geared Investments
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register