JASON VALENTINE DAVIS


Licensee: ADVOCATE ADVISORY PTY. LTD.

JASON VALENTINE DAVIS (Adviser# 000403953) 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 October 19, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name JASON VALENTINE DAVIS
Adviser Number 000403953
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000405576
ADVOCATE ADVISORY PTY. LTD.
Licence ABN 14150153503
Adviser Start Date 2011-10-19
Appointing Representative Name ADVOCATE ADVISORY PTY. LTD.
Appointing Representative Number 000405576
Appointing Representative ABN 14150153503

Authorisations to provide financial product advice

  • JASON VALENTINE DAVIS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services Tribeca
Diploma of Financial Services Deakin

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000405576 ADVOCATE ADVISORY PTY. LTD. 2011-10-19 - ADVOCATE ADVISORY PTY. LTD.
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2011-05-02 - 2011-10-19 JASON VALENTINE DAVIS

Licensee Information

Licence Name ADVOCATE ADVISORY PTY. LTD.
Licence Number 000405576
Licence ABN 14150153503

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
COLIN BRUCE PETTIGREW Advocate Advisory Pty. Ltd. Current 2018-03-19
ANDREW BOWRING Advocate Advisory Pty. Ltd. Current 2018-01-22
ERIK DONERT Advocate Advisory Pty. Ltd. Current 2017-12-07
GILLIAN RODE Advocate Advisory Pty. Ltd. Current 2017-12-07
LOU D'ORAZIO Advocate Advisory Pty. Ltd. Current 2017-11-17
IAN LEONARD CHAPMAN Advocate Advisory Pty. Ltd. Ceased 2017-11-06
PETER JACKSON Advocate Advisory Pty. Ltd. Current 2016-06-17
MICHAEL JOSEPH HARKIN Advocate Advisory Pty. Ltd. Current 2014-12-16
MARGARET FRANKLIN Advocate Advisory Pty. Ltd. Current 2013-05-22
WILLIAM LOUIS VINCENT SCHIRALLI Advocate Advisory Pty. Ltd. Current 2011-09-30

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information


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.