Stephen Davies
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000292455
- Location
- Perth WA 6000
- Licensee
- Bellwether Financial Group Pty Ltd (AFSL 479993)
- Authorised since
- 1 September 2020
- First provided advice
- 2015
- Qualifications
- Diploma in Technical Analysis, ATAA (1997); Advanced Diploma of Financial Planning, FPA (1998); Diploma of Financial Planning, Deakin University (1998); Graduate Diploma of Applied Finance and Investment (SIA/FINSIA), Kaplan Higher Education Pty Ltd (2001); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2025)
- Memberships
- Australian Technical Analysts Association; Financial Service Institute of Australasia
- 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 Stephen Davies
Stephen Davies is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000292455.
Advice is given under the Australian financial services licence of Bellwether Financial Group Pty Ltd, licence number 479993. That authorisation dates from 1 September 2020.
According to the register, Stephen first provided financial advice in 2015. Qualifications and training on file include Diploma in Technical Analysis (ATAA, 1997), Advanced Diploma of Financial Planning (FPA, 1998) and Diploma of Financial Planning (Deakin University, 1998). Professional memberships recorded: Australian Technical Analysts Association and Financial Service Institute of Australasia.
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 Stephen Davies a registered financial adviser?
Yes. Stephen Davies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000292455.
Which licensee does Stephen Davies work under?
Bellwether Financial Group Pty Ltd, Australian financial services licence 479993.
What can Stephen Davies 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.