Financial Adviser
· MERMAID BEACH, QLD
Phoebe Cate Davis
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001317053
Phoebe Cate Davis is a financial adviser based in Mermaid Beach, Queensland. Phoebe is currently authorised under Interprac Financial Planning Pty Ltd. Phoebe 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
FPC006 Taxation for Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Margin Lending Specialist
Kaplan Professional