Travis Allan Davis
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003734
- Location
- Brisbane QLD 4000
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 11 May 2016
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2000); Certified Financial Planner, Financial Planning Association of Australia (2008); Chartered Financial Analyst, CFA Institute (2016); Accredited Derivatives Adviser Level 1 & 2, Stockbrokers Association of Australia (2017); Foereign Exchange Accreditation Program, Stockbrokers and Financial Advisers Assocation Limited (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Travis Allan Davis
Travis Allan Davis is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003734.
Advice is given under the Australian financial services licence of Jbwere Ltd, licence number 341162. The current authorisation started on 11 May 2016.
According to the register, Travis first provided financial advice in 2000. The qualifications listed for Travis include Diploma of Financial Planning (Financial Planning Association of Australia, 2000), Certified Financial Planner (Financial Planning Association of Australia, 2008) and Chartered Financial Analyst (CFA Institute, 2016). Professional memberships recorded: Chartered Financial Analyst Institute (CFA Institute).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Travis Allan Davis a registered financial adviser?
Yes. Travis Allan Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003734.
Which licensee does Travis Allan Davis work under?
Jbwere Ltd, Australian financial services licence 341162.
What can Travis Allan Davis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts.