Financial Adviser
· NORTH SYDNEY, NSW
Peter James Davis
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
4
Years experience
ASIC Registered · ADV 001293838
About Peter James Davis
Peter James Davis is a financial adviser based in North Sydney, New South Wales, with 4 years of experience in the financial services industry since 2022. Peter is currently authorised under Bdj Licensee Services, operating through Bdj Financial Services. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Peter's qualifications include a Bachelor of Commerce from The Australian National University. Peter is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2013
Bachelor of Commerce
The Australian National University
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Accredited Listed Product Adviser Program
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register