Simon Davis
Financial Adviser in Brisbane City, Queensland, Australia
Review Simon 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 number000222886
- Location
- Brisbane City QLD 4000
- Licensee
- Visis Pty Ltd (AFSL 394583)
- Authorised since
- 12 July 2011
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, Qld University of Technology (1994); Certified Financial Planner, FPA (2001); Diploma of Financial Planning, Deakin University (2001)
- 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, derivatives
- Restriction
- Managed Investment Schemes - MDA Services
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Davis
Simon Davis is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000222886.
Simon provides advice as an authorised representative of Visis Pty Ltd, which holds Australian financial services licence 394583. The current authorisation started on 12 July 2011.
According to the register, Simon first provided financial advice in 1999. The qualifications listed for Simon include Bachelor of Business (Qld University of Technology, 1994), Certified Financial Planner (FPA, 2001) and Diploma of Financial Planning (Deakin University, 2001). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Managed Investment Schemes – MDA Services.”
Reviews
Nobody has reviewed Simon Davis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon Davis a registered financial adviser?
Yes. Simon Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000222886.
Which licensee does Simon Davis work under?
Visis Pty Ltd, Australian financial services licence 394583.
What can Simon 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; derivatives. It also records this restriction: "Managed Investment Schemes - MDA Services."