Joshua Davis Financial Planner Report

Name:
Joshua Samuel Davis

Rep Number:
001002814

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2010-10-18 onwards

Licensee
Name:

Number:
000231139

ABN:
65 003 900 169

Controlled By:

Appointed By
Name:
Commonwealth Financial Planning Limited

Licence Number:
000231139

ABN:
65 003 900 169

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT
Bachelor of Business (Economics and Finance)
RMIT
Diploma of Business (Banking and Finance)
Kaplan (formerly FINSIA)
Graduate Certificate of Financial Planning
Kaplan Professional
Graduate Diploma of Applied Finance

Memberships
Financial Planning Association (FPA) - Certified Financial Planner