Financial Adviser · BRISBANE CITY, QLD

Jack Elliott Davies

9 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001258940

Jack Elliott Davies is a financial adviser based in Brisbane City, Queensland, with 9 years of experience in the financial services industry. Jack is currently authorised under Shadforth Financial Group Limited. Jack 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 Finance from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Business (International Business)

Univeristy of Sunshine Coast

2016

Bachelor of Commerce (Financial Planning)

Univeristy of Sunshine Coast

2021

7815AFE Ethics and Professionalism

Ethics - Griffith University

2021

Master of Finance

Griffith University

Registration History

Shadforth Financial Group Limited

Feb 2025 - Present Current

Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Bridges Financial Services Pty Limited

Oct 2017 - Jul 2019 Ceased

Source: ASIC Financial Advisers Register