Jason Valentine Davis
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000403953
- Location
- Melbourne VIC 3004
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 19 October 2011
- First provided advice
- 2011
- Qualifications
- Postgraduate Diploma in Finance, The University of Melbourne (2002); Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia Limited (2005); Advanced Diploma of Financial Services (Financial Planning) (FNS60404), Tribeca (2006); Margin Lending & Geared Investments, Kaplan Professional (2011)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Valentine Davis
Jason Valentine Davis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000403953).
Advice is given under the Australian financial services licence of Advocate Advisory Pty. Ltd., licence number 405576. That authorisation dates from 19 October 2011.
According to the register, Jason first provided financial advice in 2011. The qualifications listed for Jason include Postgraduate Diploma in Finance (The University of Melbourne, 2002), Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia Limited, 2005) and Advanced Diploma of Financial Services (Financial Planning) (FNS60404) (Tribeca, 2006).
The authorisation covers advice 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 Jason Valentine Davis a registered financial adviser?
Yes. Jason Valentine Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000403953.
Which licensee does Jason Valentine Davis work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Jason Valentine 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; retirement savings accounts; standard margin lending; derivatives.