Financial Adviser · BRISBANE CITY, QLD

Simon Davis

27 Years experience

Tax advice
authorised

Currently at

Brisbane City, QLD

View firm profile

ASIC Registered · ADV 000222886

Simon Davis is a financial adviser based in Brisbane City, Queensland, with 27 years of experience in the financial services industry. Simon is currently authorised under Visis Pty Ltd. Simon 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 from FPA. Simon 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 Margin Lending

Restrictions: Managed Investment Schemes - MDA Services

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Business

Qld University of Technology

2001

Certified Financial Planner

FPA

2001

Diploma of Financial Planning

Deakin University

Registration History

Visis Pty Ltd

Jul 2011 - Present Current

Managed Investment Schemes - MDA Services

Professional Investment Services Pty Ltd

Jan 2009 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register