Financial Adviser
· MELBOURNE, VIC
Adam John Davenport
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247524
Adam John Davenport is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry. Adam is currently authorised under Fmd Advisory Services Pty Ltd. Adam 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 Certified Financial Planner from Financial Planning Association. Adam 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
2003
Certified Financial Planner
Financial Planning Association
2003
Diploma of Financial Planning
Financial Planning Association
2003
Self Managed Superannuation Funds
Kaplan
2020
Ethics & Professional Standards for Financial Advisers
Ethics - TAFE NSW
Registration History
Source: ASIC Financial Advisers Register