Financial Adviser
· NEW FARM, QLD
Anthony James Davis
No disciplinary history on record with ASIC
9
Years experience
ASIC Registered · ADV 001254691
Anthony James Davis is a financial adviser based in New Farm, Queensland, with 9 years of experience in the financial services industry. Anthony is currently authorised under Davis Wealth Management Pty Ltd. Anthony holds authorisations to advise on smsf. Their qualifications include a Master of Business Administration from - London Business School. Anthony is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
SMSF
Qualifications and Training
1999
Bachelor of Business (Accountancy)
Queensland University of Technology
2001
Chartered Accountant
The Institute of Chartered Accountants in Australia
2004
Graduate Diploma of Applied Finance and Investment
Securities Institute
2009
Master of Business Administration
- London Business School
2016
Diploma of Financial Planning
Kaplan Professional
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional