Financial Adviser
· NUNDAH, QLD
Tom Jonathon Davis
No disciplinary history on record with ASIC
NUNDAH,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000446965
About Tom Jonathon Davis
Tom Jonathon Davis is a financial adviser based in Nundah, Queensland, with 18 years of experience in the financial services industry since 2008. Tom is currently authorised under Consultum Financial Advisers. Tom holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tom's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Tom 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2009
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
GWM ADVISER SERVICES PTY LTD
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register