Financial Adviser
· PERTH, WA
Alexander Anthony Davis
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232277
Alexander Anthony Davis is a financial adviser based in Perth, Western Australia, with 23 years of experience in the financial services industry. Alexander is currently authorised under Nexia Perth Financial Solutions Pty Ltd. Alexander 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 Bachelor of Business from Swinburne Institute of Technology. Alexander is a member of CPA Australia (CPA) and Financial Services Institute of Australasia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business
Swinburne Institute of Technology
1993
Certified Practicing Accountant
The Australian Society of CPA's
2008
Graduate Diploma of Financial Planning
Kaplan
2011
SMSF Specialist Advisor
SMSF Professionals' Association of Australia
Registration History
Source: ASIC Financial Advisers Register