Christopher James Davis
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000321627
- Location
- Newcastle West NSW 2302
- Licensee
- Pkfwafsl Pty Ltd (AFSL 525655)
- Authorised since
- 23 February 2021
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, University of Newcastle (1997); FNS50611 Diploma of Financial Services, Kaplan Higher Education Pty Limited (2008); Self Managed Superannuation Funds, Kaplan Professional Education (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Christopher James Davis
Christopher James Davis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle West, New South Wales (adviser number 000321627).
Christopher provides advice as an authorised representative of Pkfwafsl Pty Ltd, which holds Australian financial services licence 525655. The current authorisation started on 23 February 2021.
The register records 2008 as the year Christopher first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 1997), FNS50611 Diploma of Financial Services (Kaplan Higher Education Pty Limited, 2008) and Self Managed Superannuation Funds (Kaplan Professional Education, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Christopher James Davis a registered financial adviser?
Yes. Christopher James Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000321627.
Which licensee does Christopher James Davis work under?
Pkfwafsl Pty Ltd, Australian financial services licence 525655.
What can Christopher James Davis 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.