Philip Glen Davison
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003027
- Location
- Perth WA 6000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 3 December 2009
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce (B.Com), Murdoch University (1999); Graduate Diploma of Financial Planning, Securities Institute of Australia (2003); Master of Accounting, Cutin University of Technology (2006); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2007); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Philip Glen Davison
On the Financial Advisers Register kept by ASIC, Philip Glen Davison appears as a current financial adviser in Perth, Western Australia, adviser number 001003027.
Philip provides advice as an authorised representative of Shadforth Financial Group Limited, which holds Australian financial services licence 318613. The current authorisation started on 3 December 2009.
The register records 2004 as the year Philip first provided financial advice. Qualifications and training on file include Bachelor of Commerce (B.Com) (Murdoch University, 1999), Graduate Diploma of Financial Planning (Securities Institute of Australia, 2003) and Master of Accounting (Cutin University of Technology, 2006). Philip is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Philip Glen Davison a registered financial adviser?
Yes. Philip Glen Davison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003027.
Which licensee does Philip Glen Davison work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Philip Glen Davison 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.