TODD JASON DAVIS
Financial Adviser · Newcastle West, NSW
📚 Qualifications & Training
2002 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2011 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2020 - RG 146 Licensing Compliance: Margin Lending Course - Other - Financial Education Professionals
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.