Steven Peter Davies
Financial Adviser in Worongary, Queensland, Australia
Review Steven Peter Davies
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 number000338412
- Location
- Worongary QLD 4213
- Licensee
- Steve Davies Pty Ltd (AFSL 493386)
- Authorised since
- 30 June 2017
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), RG146 (2009); Commercial Law (TASACLv1), Kaplan Professional (2025); Tax for financial planning (BFC105), Kaplan Professional (2025)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Peter Davies
Steven Peter Davies is a financial adviser in Worongary, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000338412.
The licensee Steven advises under is Steve Davies Pty Ltd (AFS licence 493386). The current authorisation started on 30 June 2017.
The register records 2009 as the year Steven first provided financial advice. The qualifications listed for Steven include Diploma of Financial Services (Financial Planning) (RG146, 2009), Commercial Law (TASACLv1) (Kaplan Professional, 2025) and Tax for financial planning (BFC105) (Kaplan Professional, 2025). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance and life investment products. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Steven Peter Davies here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Steven Peter Davies a registered financial adviser?
Yes. Steven Peter Davies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338412.
Which licensee does Steven Peter Davies work under?
Steve Davies Pty Ltd, Australian financial services licence 493386.
What can Steven Peter Davies give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products.