ANTHONY JAMES DAVIS (Adviser# 001254691) 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 April 18, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ANTHONY JAMES DAVIS |
| Adviser Number | 001254691 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000488666 DAVIS WEALTH MANAGEMENT PTY LTD |
| Licence Controlled By | Hamilton Heritage Investments Pty Ltd |
| Adviser Start Date | 2017-04-18 |
| Appointing Representative Name | DAVIS WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000488666 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accountancy) | Queensland University of Technology |
| Chartered Accountant | The Institute of Chartered Accountants in Australia |
| Diploma of Financial Planning | Kaplan Professional |
| Graduate Diploma of Applied Finance and Investment | Securities Institute |
| Master of Business Administration | Finance Concentration - London Business School |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000488666 |
DAVIS WEALTH MANAGEMENT PTY LTD
Licence controlled by: Hamilton Heritage Investments Pty Ltd |
2017-04-18 - | DAVIS WEALTH MANAGEMENT PTY LTD |
| Licence Name | DAVIS WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000488666 |
Please comment or provide details below to improve the information on .
| 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.