Gareth Davies is a financial adviser based in Brisbane City, Queensland, with 13 years of experience in the financial services industry. Gareth is currently authorised under Psk Advisory Services Pty Ltd. Gareth 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 Master of Business Administration from Australian Institute of Business.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: One off licensee approval is required for all products which are either not on the approved products list or derivatives.
Authorised to provide tax financial advice services
Registration History
Jul 2022 - Present
Current
One off licensee approval is required for all products which are either not on the approved products list or derivatives.
Apr 2020 - Jul 2022
Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jul 2019 - Jan 2020
Ceased
Unable to provide advice regarding the setting up, winding up, or compliance and administration, of self managed superannuation funds
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Aug 2018 - Jan 2019
Ceased
Advice on superannuation excludes self managed superannuation funds
Feb 2016 - May 2018
Ceased
Superannuation Authority is only for any persons who hold an existing superannuation product
Jul 2013 - Nov 2015
Ceased
Source: ASIC Financial Advisers Register