Financial Adviser
· SYDNEY, NSW
Bethan Davis
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001998
Bethan Davis is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry. Bethan is currently authorised under Findex Advice Services Pty Ltd. Bethan 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 CFP from FPA. Bethan is a member of Financial Advice Association of Australia (FAAA) and Personal Finance Society.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
2000
Honours in Bachelor of Arts (French & Mathematics)
The University of Birmingham
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2012
CFP
FPA
2023
Graduate Diploma of Financial Planning
Kaplan Professional