BETHAN DAVIS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2000 - Honours in Bachelor of Arts (French & Mathematics) - - The University of Birmingham
2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2012 - CFP - - FPA
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Personal Finance Society
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.