Financial Adviser
· BRISBANE, QLD
Ashley Paul Davis
No disciplinary history on record with ASIC
BRISBANE,
QLD
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003045
Licensee
Sydney, NSW (licence address on ASIC register)
About Ashley Paul Davis
Ashley Paul Davis is a financial adviser based in Brisbane, Queensland, with 27 years of experience in the financial services industry since 1999. Ashley works at Shadforth Financial Group, which is licensed through Shadforth Financial Group Limited. Ashley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ashley's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Ashley is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Commerce (B.Com)
University of Queensland
1996
Bachelor of Economics
University of Queensland
1999
Graduate Diploma in Applied Finance and Investments
Securities Institute of Australia
2000
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd