GAVIN DAVIS

Financial Adviser ยท West Perth, WA

Registered

Registration Number

001008471

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2010

Registration Date

17/08/2023

Financial Services Licensee

AIA FINANCIAL SERVICES PTY LIMITED

Licence #000231109

๐Ÿ“š Qualifications & Training

2002 - Bachelor of Business (Accounting & Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
2015 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

โ„น๏ธ 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.