Anthony Ronald Joseph Davies
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000277825
- Location
- Erina NSW 2250
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 24 February 2015
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services, Kaplan (2004); Diploma of Financial Services, Kaplan (2004); SMSF, Kaplan (2009); Margin Lending & Geared Investments, Kaplan (2011); Graduate Diploma of Financial Planning, Kaplan (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Ronald Joseph Davies
Anthony Ronald Joseph Davies is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Erina, New South Wales (adviser number 000277825).
The licensee Anthony advises under is Fiducian Financial Services Pty Ltd (AFS licence 231103). That authorisation dates from 24 February 2015.
According to the register, Anthony first provided financial advice in 2004. The qualifications listed for Anthony include Advanced Diploma of Financial Services (Kaplan, 2004), Diploma of Financial Services (Kaplan, 2004) and SMSF (Kaplan, 2009).
Anthony is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony Ronald Joseph Davies a registered financial adviser?
Yes. Anthony Ronald Joseph Davies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000277825.
Which licensee does Anthony Ronald Joseph Davies work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Anthony Ronald Joseph Davies give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.