Jack Elliott Davies
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001258940
- Location
- Brisbane City QLD 4000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 3 February 2025
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (International Business), Univeristy of Sunshine Coast (2015); Bachelor of Commerce (Financial Planning), Univeristy of Sunshine Coast (2016); 7815AFE Ethics and Professionalism, Griffith University (2021); Master of Finance, Griffith University (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jack Elliott Davies
On the Financial Advisers Register kept by ASIC, Jack Elliott Davies appears as a current financial adviser in Brisbane City, Queensland, adviser number 001258940.
Jack provides advice as an authorised representative of Shadforth Financial Group Limited, which holds Australian financial services licence 318613. That authorisation dates from 3 February 2025.
The register records 2017 as the year Jack first provided financial advice. The qualifications listed for Jack include Bachelor of Business (International Business) (Univeristy of Sunshine Coast, 2015), Bachelor of Commerce (Financial Planning) (Univeristy of Sunshine Coast, 2016) and 7815AFE Ethics and Professionalism (Griffith University, 2021).
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.
The register adds a condition to this authorisation: “Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.”
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Questions people ask
Is Jack Elliott Davies a registered financial adviser?
Yes. Jack Elliott Davies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001258940.
Which licensee does Jack Elliott Davies work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Jack Elliott 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; retirement savings accounts; standard margin lending. It also records this restriction: "Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only."