PAUL ANTHONY DAVIS
Financial Adviser · Bacchus Marsh, VIC
📚 Qualifications & Training
1996 - Diploma Financial Planning (Financial Planning, Risk Management and Insurance, Estate Planning) - - Deakin University
2001 - Statement of Attainment (Superannuation & Retirement Planning, Investment Planning) - - Integratec
2012 - Associate CIP - - Australian and New Zealand Institute of Insurance and Finance
2016 - Advanced Diploma of Financial Planning - - Mentor education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.