Financial Adviser · PERTH, WA

Gavin Davis

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001008471

Gavin Davis is a financial adviser based in Perth, Western Australia, with 16 years of experience in the financial services industry. Gavin is currently authorised under Charter Financial Planning Limited. Gavin 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 (Accounting & Finance) from Edith Cowan University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Accounting & Finance)

Edith Cowan University

2015

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2020

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

May 2025 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Aia Financial Services Pty Limited

Aug 2023 - Dec 2023 Ceased

Not authorised to provide advice in SMSFs.

Mercer Financial Advice (Australia) Pty Ltd

Jul 2021 - Jun 2023 Ceased

Mufg Retire360 Pty Limited

May 2020 - Jun 2021 Ceased

National Australia Bank Limited

Sep 2015 - Dec 2019 Ceased

Australia And New Zealand Banking Group Limited

Jan 2010 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register