PAUL MICHAEL DAVIES (Adviser# 000418942) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 27, 2015.
| Register Name | Financial Advisers |
| Adviser Name | PAUL MICHAEL DAVIES |
| Adviser Number | 000418942 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000477186 PD FINANCIAL GROUP PTY LIMITED |
| Adviser Start Date | 2015-08-27 |
| Appointing Representative Name | PD FINANCIAL GROUP PTY LIMITED |
| Appointing Representative Number | 000477186 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) Property Investment Professionals of Australia (PIPA) |
| Further Restrictions | Advice on superannuation excludes self managed super funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| RG146 Training Course | Certificate Course in Principles of Investment Planning - Investment Training College |
| RG146 Training Course | Certificate Course in Risk Management and Insurance Planning - Investment Training College |
| RG146 Training Course | Certificate Course in Superannuation Legislation and Practice - Investment Training College |
| RG146 Training Course | Certificate II Introduction to Personal Financial Planning (15366NSW) - Investment Training College |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000477186 |
PD FINANCIAL GROUP PTY LIMITED
Further restrictions: Advice on superannuation excludes self managed super funds |
2015-08-27 - | PD FINANCIAL GROUP PTY LIMITED |
| 000331367 |
CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED Further restrictions: Superannuation excluding SMSF advice |
2012-03-15 - 2015-08-26 | CLEARVIEW FINANCIAL ADVICE PTY LTD |
| 000240938 |
THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED |
2005-01-01 - 2012-03-14 |
| Licence Name | PD FINANCIAL GROUP PTY LIMITED |
| Licence Number | 000477186 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.