Financial Adviser
· NORWEST, NSW
Paul Anthony Davies
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272044
Paul Anthony Davies is a financial adviser based in Norwest, New South Wales, with 26 years of experience in the financial services industry. Paul is currently authorised under Oreana Financial Services Pty Ltd. Paul 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 Pty Limited. Paul is a member of Financial Advice Association of Australia (FAAA).
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
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Diploma of Financial Planning
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register