Financial Adviser
· WORONGARY, QLD
Steven Peter Davies
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338412
Steven Peter Davies is a financial adviser based in Worongary, Queensland, with 17 years of experience in the financial services industry. Steven is currently authorised under Steve Davies Pty Ltd. Steven 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 Diploma of Financial Services (Financial Planning) from RG146. Steven is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
RG146
2025
Commercial Law (TASACLv1)
Kaplan Professional
2025
Tax for financial planning (BFC105)
Kaplan Professional
Registration History
RISK INSURANCE CONSULTANTS PTY. LTD.
A.C.N. 133 593 012 PTY LTD
NEXTGEN FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register