Financial Adviser
· MELBOURNE, VIC
Jason Valentine Davis
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000403953
About Jason Valentine Davis
Jason Valentine Davis is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Jason is currently authorised under Advocate Advisory. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Postgraduate Diploma in Finance from The University of Melbourne.
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
2002
Postgraduate Diploma in Finance
The University of Melbourne
2005
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia Limited
2006
Advanced Diploma of Financial Services (Financial Planning) (FNS60404)
Tribeca
2011
Margin Lending & Geared Investments
Kaplan Professional