Financial Adviser
· BACCHUS MARSH, VIC
Paul Anthony Davis
No disciplinary history on record with ASIC
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000273636
Paul Anthony Davis is a financial adviser based in Bacchus Marsh, Victoria, with 33 years of experience in the financial services industry. Paul is currently authorised under Asvw Financial Services Pty Ltd. Paul 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 Advanced Diploma of Financial Planning from Mentor education. Paul is a member of Financial Advice Association of Australia (FAAA).
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