Financial Adviser
· BRISBANE, QLD
Bryan Noel Davies
No disciplinary history on record with ASIC
BRISBANE,
QLD
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259160
About Bryan Noel Davies
Bryan Noel Davies is a financial adviser based in Brisbane, Queensland, with 27 years of experience in the financial services industry since 1999. Bryan works at Morgans Financial, which is licensed through Morgans Financial Limited. Bryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bryan's qualifications include a Certified Financial Planner from FPA. Bryan 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
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Economics
University of New England
2000
Diploma of Financial Planning
FPA
2000
Graduate Diploma of Financial Management
University of New England
2003
Certified Financial Planner
FPA
2010
Margin Lending Accreditation Program
Deakin Prime/SDIA
2020
Ethics and Professional Relationships
Ethics - QUT