WARREN TROY DAVIS
Financial Adviser · Edgecliff, NSW
📚 Qualifications & Training
1998 - Bachelor of Commerce (Accounting, Finance) - Bachelor Degree (AQF 7) - University of Tasmania
2002 - Certified Practicing Accountants Program - Professional Designations - CPA Australia Ltd
2007 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Institute of Public Accountants (IPA)
SMSF Association
The Tax 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.