Financial Adviser · CAMBERWELL, VIC

Ashley Davison

CAMBERWELL, VIC

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002815

Licensee

Lifespan Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Ashley Davison

Ashley Davison is a financial adviser based in Camberwell, Victoria, with 26 years of experience in the financial services industry since 2000. Ashley is currently authorised under Lifespan Financial Planning. 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 Diploma of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: The adviser is restricted from providing personal advice on Self - Managed Superannuation Funds (SMSF).

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning

Deakin University

2011

Margin Lending & Geared Investments

Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

May 2020 - Present Current

The adviser is restricted from providing personal advice on Self - Managed Superannuation Funds (SMSF).

Commonwealth Financial Planning Limited

Oct 2003 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities; SMSF

Source: ASIC Financial Advisers Register