STEPHEN DAVIS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1998 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
2005 - Certified Financial Planner (CFP) - Professional Designations - FPA
2005 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
2013 - Specialist SMSF Course - - Cavendish / University of Adelaide
2021 - Ethics & Professionalism of Financial Advive - Bridging Course - Ethics - Kaplan Professional
🏢 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.