Financial Adviser
· BACCHUS MARSH, VIC · Claimed profile
Paul Anthony Davis
No disciplinary history on record with ASIC
BACCHUS MARSH,
VIC
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000273636
Licensee
Cheltenham, VIC (licence address on ASIC register)
About Paul Anthony Davis
Paul Anthony Davis is a financial adviser based in Bacchus Marsh, Victoria, with 33 years of experience in the financial services industry since 1993. Paul is currently authorised under Asvw Financial Services. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Advanced Diploma of Financial Planning from Mentor education. Paul is a member of Financial Advice Association of Australia (FAAA).
Specialisations
Retirement planning
Superannuation
SMSF
Insurance
Investment advice
Estate planning
Tax strategies
Aged care
Business succession
Debt management
Centrelink / Government benefits
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
1996
Diploma Financial Planning (Financial Planning, Risk Management and Insurance, Estate Planning)
Deakin University
2001
Statement of Attainment (Superannuation & Retirement Planning, Investment Planning)
Integratec
2012
Associate CIP
Australian and New Zealand Institute of Insurance and Finance
2016
Advanced Diploma of Financial Planning
Mentor education
Registration History
Source: ASIC Financial Advisers Register