Financial Adviser · MELBOURNE, VIC

Gregory Byron Davis

MELBOURNE, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 001245528

Licensee

Sentry Advice

Sydney, NSW (licence address on ASIC register)

View licensee

About Gregory Byron Davis

Gregory Byron Davis is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Gregory is currently authorised under Sentry Advice. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory's qualifications include a CFP Certification 1-4 Program from Financial Advice Association of Australia Limited. Gregory is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: MDA Services limited to advice only

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Advice Association of Australia Limited

2005

CFP Certification 1-4 Program

Financial Advice Association of Australia Limited

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2023

FPE020 SMSF Regulations and Taxation

Kaplan Higher Education Pty Limited

2023

Margin Lending Specialist

Kaplan Education Pty Ltd

Registration History

Sentry Advice Pty Ltd

Oct 2022 - Present Current

MDA Services limited to advice only

Elect Wealth Management Pty Ltd

Oct 2021 - Oct 2022 Ceased

Jbwere Ltd

Jun 2016 - Oct 2021 Ceased

National Australia Bank Limited

Apr 2004 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register