JOSHUA SAMUEL DAVIS

Financial Adviser · Melbourne, VIC

Registered

JOSHUA SAMUEL DAVIS is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2012, based in Melbourne, Victoria. They are authorised to provide advice under MUTUAL TRUST PTY LTD (AFSL licence #000234590). Registered qualifications on file include 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. Professional memberships listed: Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner.

Registration Number

001002814

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2012

Registration Date

20/12/2019

Financial Services Licensee

MUTUAL TRUST PTY LTD

Licence #000234590

📚 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

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.