ANTHONY JAMES DAVIS
Financial Adviser · New Farm, QLD
📚 Qualifications & Training
1999 - Bachelor of Business (Accountancy) - - Queensland University of Technology
2001 - Chartered Accountant - - The Institute of Chartered Accountants in Australia
2004 - Graduate Diploma of Applied Finance and Investment - - Securities Institute
2009 - Master of Business Administration - Finance Concentration - - London Business School
2016 - Diploma of Financial Planning - - Kaplan Professional
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.