Financial Adviser
· MELBOURNE, VIC
Joshua Samuel Davis
No disciplinary history on record with ASIC
MELBOURNE,
VIC
14
Years experience
ASIC Registered · ADV 001002814
About Joshua Samuel Davis
Joshua Samuel Davis is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Joshua is currently authorised under Mutual Trust. Joshua holds authorisations to advise on superannuation, managed investments, securities and deposit products. Joshua's qualifications include a CFP from FPA. Joshua is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Qualifications and Training
2003
Diploma of Business (Banking and Finance)
RMIT
2006
Bachelor of Business (Economics and Finance)
RMIT
2009
Graduate Diploma of Applied Finance
Kaplan Professional
2016
CFP
FPA
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register