Financial Adviser
· MELBOURNE, VIC
Jason Valentine Davis
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000403953
Jason Valentine Davis is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. Jason is currently authorised under Advocate Advisory Pty. Ltd.. Jason 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 Services from Tribeca.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services
Deakin
2006
Advanced Diploma of Financial Services
Tribeca