Data sourced from ASIC Financial Advisers Register
Financial Adviser · TOORAK, VIC

Joshua Isaac Davidson

8 Years experience
Tax advice
authorised
Currently at
Synchron Advice Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001271014

Joshua Isaac Davidson is a financial adviser based in Toorak, Victoria, with 8 years of experience in the financial services industry. Joshua is currently authorised under Synchron Advice Pty Ltd. Joshua holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from Monash University. Joshua is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: Superannuation authorisation excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Business
Monash University
2018
Diploma of Financial Planning
Kaplan Education Pty Ltd
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd
May 2022 - Present Current
Superannuation authorisation excludes Self Managed Superannuation Funds
Perpetual Trustee Company Limited
Jan 2020 - Feb 2022 Ceased
Bombora Advice Pty Ltd
Dec 2018 - Jan 2020 Ceased

Source: ASIC Financial Advisers Register