Financial Adviser
· HEATHMONT, VIC
Ashley Davidson
No disciplinary history on record with ASIC
HEATHMONT,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342680
Practice
Malvern, VIC (practice address on ASIC register)
Licensed through Parc Wealth Group
About Ashley Davidson
Ashley Davidson is a financial adviser based in Heathmont, Victoria, with 17 years of experience in the financial services industry since 2009. Ashley works at Parc Wealth Management, which is licensed through Parc Wealth Group. 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 Graduate Diploma of Applied Finance and Investment from Securities Institute. 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Graduate Diploma of Applied Finance and Investment
Securities Institute
2008
Diploma of Financial Services
The Carlyle Institute
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan