Paul Davies Financial Planner Report

Name:
Paul Davies

Rep Number:
000278328

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-11-30 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tribeca
Advanced Diploma of Financial Planning
Kaplan Professional
Certificate IV in Finance and Mortgage Broking
Finsia
Graduate Diploma in Applied Finance
Finsia
Master of Applied Finance