Financial Adviser
· NEWCASTLE WEST, NSW
Todd Jason Davis
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000181
Todd Jason Davis is a financial adviser based in Newcastle West, New South Wales, with 29 years of experience in the financial services industry. Todd is currently authorised under Matrix Planning Solutions Limited. Todd 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 Higher Education. Todd is a member of Certified Financial Planner (CFP) of FAAA.
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
2002
Diploma of Financial Planning (8 units)
FPA Australia
2011
Self Managed Superannuation Funds Course
Kaplan Professional
2020
RG 146 Licensing Compliance: Margin Lending Course
Financial Education Professionals
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
As per "Letter of Authorisation" issued
Source: ASIC Financial Advisers Register