Financial Adviser · NORTH SYDNEY, NSW

Peter James Davis

4 Years experience
ASIC Registered · ADV 001293838

Peter James Davis is a financial adviser based in North Sydney, New South Wales, with 4 years of experience in the financial services industry. Peter is currently authorised under Bdj Licensee Services Pty Ltd. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce from The Australian National University. Peter is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2013
Bachelor of Commerce
The Australian National University
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Accredited Listed Product Adviser Program
Kaplan Professional Education

Registration History

Mar 2026 - Present Current
Nov 2021 - Feb 2026 Ceased

Source: ASIC Financial Advisers Register