TARA DAVIES
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2014 - FNS41811 Certificate IV in Financial Services - Certificate (AQF 1-4) - Integrity Education Group Pty Ltd
2014 - FNS50611 Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group Pty Ltd
2015 - FNS41011 Certificate IV in Banking Services - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2017 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2018 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Deakin University
2018 - Estate Planning - Other - Kaplan Higher Education Pty Limited
2018 - Tier 1 Life Insurance - General Advice - Other - Kaplan Higher Education Pty Limited
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
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.