Financial Adviser
· SYDNEY, NSW
Stephen Davis
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001801
Stephen Davis is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Stephen is currently authorised under Findex Advice Services Pty Ltd. Stephen 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 Certified Financial Planner (CFP) from FPA. Stephen 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Economics
Macquarie University
2005
Certified Financial Planner (CFP)
FPA
2005
Diploma of Financial Planning
FPA
2013
Specialist SMSF Course
Cavendish / University of Adelaide
2021
Ethics & Professionalism of Financial Advive
Ethics - Kaplan Professional