Financial Adviser · WORONGARY, QLD

Steven Peter Davies

17 Years experience
Tax advice
authorised
Currently at
Rouse Hill, NSW
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

Jun 2017 - Present Current
RISK INSURANCE CONSULTANTS PTY. LTD.
Dec 2013 - Jun 2017 Ceased
A.C.N. 133 593 012 PTY LTD
Feb 2012 - Nov 2013 Ceased
NEXTGEN FINANCIAL GROUP PTY LTD
Jun 2009 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register