MARK GERARD MAJELLA DAVIES

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000419585

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1993

Registration Date

20/09/2017

Financial Services Licensee

MORGANS FINANCIAL PLANNING PTY LIMITED

Licence #000235408

📚 Qualifications & Training

1996 - Certificate in Financial Markets - - Securities Institute Australia
2002 - SDIA Accreditation Program - Tier 1 - Other - Deakin Prime
2011 - Margin Lending & Geared Investments - - Kaplan

🏢 Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

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.