Warren Troy Davis
Financial Adviser in Edgecliff, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333019
- Location
- Edgecliff NSW 2027
- Licensee
- Bongiorno Wealth Management Pty Ltd (AFSL 345313)
- Authorised since
- 1 July 2010
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Accounting, Finance), University of Tasmania (1998); Certified Practicing Accountants Program, CPA Australia Ltd (2002); Master of Business Administration, Deakin University (2007); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- CPA Australia (CPA); Institute of Public Accountants (IPA); SMSF Association; The Tax Institute
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Warren Troy Davis
On the Financial Advisers Register kept by ASIC, Warren Troy Davis appears as a current financial adviser in Edgecliff, New South Wales, adviser number 000333019.
Advice is given under the Australian financial services licence of Bongiorno Wealth Management Pty Ltd, licence number 345313. That authorisation dates from 1 July 2010.
According to the register, Warren first provided financial advice in 2008. Qualifications and training on file include Bachelor of Commerce (Accounting, Finance) (University of Tasmania, 1998), Certified Practicing Accountants Program (CPA Australia Ltd, 2002) and Master of Business Administration (Deakin University, 2007). Professional memberships recorded: CPA Australia (CPA), Institute of Public Accountants (IPA) and SMSF Association.
Warren 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 Warren Troy Davis a registered financial adviser?
Yes. Warren Troy Davis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333019.
Which licensee does Warren Troy Davis work under?
Bongiorno Wealth Management Pty Ltd, Australian financial services licence 345313.
What can Warren Troy 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; derivatives.