JOSHUA SAMUEL DAVIS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Diploma of Business (Banking and Finance) - Diploma (AQF 5) - RMIT
2006 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT
2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional
2016 - CFP - Professional Designations - FPA
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.