Anthony James Davis
Financial Adviser in New Farm, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254691
- Location
- New Farm QLD 4005
- Licensee
- Davis Wealth Management Pty Ltd (AFSL 488666)
- Authorised since
- 18 April 2017
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (1999); Chartered Accountant, The Institute of Chartered Accountants in Australia (2001); Graduate Diploma of Applied Finance and Investment, Securities Institute (2004); Master of Business Administration, London Business School (2009); Diploma of Financial Planning, Kaplan Professional (2016); Client Engagement Skills, Kaplan Professional (2025); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony James Davis
Anthony James Davis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in New Farm, Queensland (adviser number 001254691).
Anthony provides advice as an authorised representative of Davis Wealth Management Pty Ltd, which holds Australian financial services licence 488666. The current authorisation started on 18 April 2017.
According to the register, Anthony first provided financial advice in 2017. The qualifications listed for Anthony include Bachelor of Business (Accountancy) (Queensland University of Technology, 1999), Chartered Accountant (The Institute of Chartered Accountants in Australia, 2001) and Graduate Diploma of Applied Finance and Investment (Securities Institute, 2004). Anthony is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
The authorisation covers advice on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony James Davis a registered financial adviser?
Yes. Anthony James Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254691.
Which licensee does Anthony James Davis work under?
Davis Wealth Management Pty Ltd, Australian financial services licence 488666.
What can Anthony James Davis give advice on?
The register lists these advice areas: self-managed superannuation funds.