Financial Adviser · AVALON BEACH, NSW

Benjamin John Davis

AVALON BEACH, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001240734

Currently at

Via Financial Group

Brisbane, QLD (firm address)

View firm profile

Benjamin John Davis is a financial adviser based in Avalon Beach, New South Wales, with 10 years of experience in the financial services industry since 2016. Benjamin is currently authorised under Gallagher Benefit Services, operating through Via Financial Group. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Bachelor of Property Economics from University of Technology Sydney. Benjamin 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Property Economics

University of Technology Sydney

2010

Diploma of Financial Services (Financial Planning)

MLC

2016

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Gallagher Benefit Services Pty Ltd

Oct 2024 - Present Current

VIAFGA PTY LTD

Mar 2019 - Oct 2024 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Apr 2016 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register