Todd Jason Davis
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000181
- Location
- Newcastle West NSW 2302
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 27 March 2021
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning (8 units), FPA Australia (2002); Self Managed Superannuation Funds Course, Kaplan Professional (2011); RG 146 Licensing Compliance: Margin Lending Course, Financial Education Professionals (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education (2024)
- Memberships
- Certified Financial Planner (CFP) of 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 Todd Jason Davis
Todd Jason Davis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle West, New South Wales (adviser number 001000181).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 27 March 2021.
The register records 1997 as the year Todd first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (8 units) (FPA Australia, 2002), Self Managed Superannuation Funds Course (Kaplan Professional, 2011) and RG 146 Licensing Compliance: Margin Lending Course (Financial Education Professionals, 2020). Todd is recorded as a member of Certified Financial Planner (CFP) of FAAA.
Todd 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.
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Questions people ask
Is Todd Jason Davis a registered financial adviser?
Yes. Todd Jason Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000181.
Which licensee does Todd Jason Davis work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Todd Jason 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.