Joshua Samuel Davis
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002814
- Location
- Melbourne VIC 3000
- Licensee
- Mutual Trust Pty Ltd (AFSL 234590)
- Authorised since
- 20 December 2019
- First provided advice
- 2012
- Qualifications
- Diploma of Business (Banking and Finance), RMIT (2003); Bachelor of Business (Economics and Finance), RMIT (2006); Graduate Diploma of Applied Finance, Kaplan Professional (2009); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, retirement savings accounts
- Register status
- Current
About Joshua Samuel Davis
On the Financial Advisers Register kept by ASIC, Joshua Samuel Davis appears as a current financial adviser in Melbourne, Victoria, adviser number 001002814.
Advice is given under the Australian financial services licence of Mutual Trust Pty Ltd, licence number 234590. That authorisation dates from 20 December 2019.
According to the register, Joshua first provided financial advice in 2012. Qualifications and training on file include Diploma of Business (Banking and Finance) (RMIT, 2003), Bachelor of Business (Economics and Finance) (RMIT, 2006) and Graduate Diploma of Applied Finance (Kaplan Professional, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products and retirement savings accounts.
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Questions people ask
Is Joshua Samuel Davis a registered financial adviser?
Yes. Joshua Samuel Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002814.
Which licensee does Joshua Samuel Davis work under?
Mutual Trust Pty Ltd, Australian financial services licence 234590.
What can Joshua Samuel Davis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; retirement savings accounts.