Stephen Davis Financial Planner Report

Name:
Stephen Davis

Rep Number:
001001801

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2005-11-15 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
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macquarie University
Bachelor of Economics
FPA
CFP
FPA
Diploma of Financial Planning
Cavendish / University of Adelaide
Specialist SMSF Course

Memberships
Financial Planning Association of Australia (FPA)