Financial Adviser · NEWCASTLE WEST, NSW

Todd Jason Davis

NEWCASTLE WEST, NSW

29 Years experience

Tax advice
authorised

ASIC Registered · ADV 001000181

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Todd Jason Davis

Todd Jason Davis is a financial adviser based in Newcastle West, New South Wales, with 29 years of experience in the financial services industry since 1997. Todd is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Todd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Todd's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Todd is a member of Certified Financial Planner (CFP) of 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

2002

Diploma of Financial Planning (8 units)

FPA Australia

2011

Self Managed Superannuation Funds Course

Kaplan Professional

2020

RG 146 Licensing Compliance: Margin Lending Course

Financial Education Professionals

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Mar 2021 - Present Current

Bridges Financial Services Pty Limited

Nov 2020 - Mar 2021 Ceased

Hillross Financial Services Limited

Apr 2019 - Oct 2020 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Politis Investment Strategies Pty Ltd

May 2017 - Mar 2019 Ceased

As per "Letter of Authorisation" issued

Newcastle Greater Mutual Group Ltd

Apr 2008 - Apr 2017 Ceased

Source: ASIC Financial Advisers Register