Tom Jonathon Davis
Financial Adviser in Nundah, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000446965
- Location
- Nundah QLD 4012
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2008); Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2009); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021); Master of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Tom Jonathon Davis
Tom Jonathon Davis is a financial adviser in Nundah, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000446965.
Tom provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 1 June 2021.
According to the register, Tom first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2008), Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2009) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Tom 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 Tom Jonathon Davis a registered financial adviser?
Yes. Tom Jonathon Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000446965.
Which licensee does Tom Jonathon Davis work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Tom Jonathon 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.