Paul Anthony Davis
Financial Adviser in Bacchus Marsh, Victoria, Australia
Review Paul Anthony Davis
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000273636
- Location
- Bacchus Marsh VIC 3340
- Licensee
- Asvw Financial Services Pty Ltd (AFSL 446176)
- Authorised since
- 7 September 2021
- First provided advice
- 1993
- Qualifications
- Diploma Financial Planning (Financial Planning, Risk Management and Insurance, Estate Planning), Deakin University (1996); Statement of Attainment (Superannuation & Retirement Planning, Investment Planning), Integratec (2001); Associate CIP, Australian and New Zealand Institute of Insurance and Finance (2012); Advanced Diploma of Financial Planning, Mentor education (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Paul Anthony Davis
Paul Anthony Davis is a financial adviser in Bacchus Marsh, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000273636.
The licensee Paul advises under is Asvw Financial Services Pty Ltd (AFS licence 446176). That authorisation dates from 7 September 2021.
The register records 1993 as the year Paul first provided financial advice. Qualifications and training on file include Diploma Financial Planning (Financial Planning, Risk Management and Insurance, Estate Planning) (Deakin University, 1996), Statement of Attainment (Superannuation & Retirement Planning, Investment Planning) (Integratec, 2001) and Associate CIP (Australian and New Zealand Institute of Insurance and Finance, 2012). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
Paul 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.
Reviews
Nobody has reviewed Paul Anthony Davis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Paul Anthony Davis a registered financial adviser?
Yes. Paul Anthony Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000273636.
Which licensee does Paul Anthony Davis work under?
Asvw Financial Services Pty Ltd, Australian financial services licence 446176.
What can Paul Anthony 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; standard margin lending.