Financial Adviser
· MAROOCHYDORE, QLD
Stephen John Davis
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
45
Years experience
ASIC Registered · ADV 001270428
About Stephen John Davis
Stephen John Davis is a financial adviser based in Maroochydore, Queensland, with 45 years of experience in the financial services industry since 1981. Stephen is currently authorised under Platformplus. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Stephen's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Ltd.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Direct Equities excludes direct equities advice and SMSF excludes SMSF
Qualifications and Training
1998
Diploma of Financial Planning
Financial Planning Association of Australia Ltd
1999
Certified Financial Planner
Financial Planning Association of Australia Ltd
Registration History
Direct Equities excludes direct equities advice and SMSF excludes SMSF
Direct Equities excludes direct equities advice and SMSF excludes SMSF
Source: ASIC Financial Advisers Register