Jonathan Davis Financial Planner Report

Name:
Jonathan Davis

Rep Number:
000313898

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2012-10-26 onwards

Location:
Toorak, Melbourne, VIC, 3142

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Bachelor of Business
Tribeca Learning
Diploma of Financial Services (Financial Planning) (FNS50804)

Memberships
Association of Financial Advisers (AFA)