JASON VALENTINE DAVIS

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000403953

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2011

Registration Date

19/10/2011

Financial Services Licensee

ADVOCATE ADVISORY PTY. LTD.

Licence #000405576

📚 Qualifications & Training

2005 - Diploma of Financial Services - - Deakin
2006 - Advanced Diploma of Financial Services - - Tribeca

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.