TRAVIS ALLAN DAVIS
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2016 - Chartered Financial Analyst - Professional Designations - CFA Institute
2017 - Accredited Derivatives Adviser Level 1 & 2 - Other - Stockbrokers Association of Australia
2018 - Foereign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Assocation Limited
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.