Financial Adviser · TOORAK, VIC

Joshua Isaac Davidson

TOORAK, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001271014

Currently at

Synchron Advice

Sydney, NSW (firm address)

View firm profile

About Joshua Isaac Davidson

Joshua Isaac Davidson is a financial adviser based in Toorak, Victoria, with 8 years of experience in the financial services industry since 2018. Joshua is currently authorised under Synchron Advice. Joshua holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Bachelor of Business from Monash University. Joshua is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: Superannuation authorisation excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Business

Monash University

2018

Diploma of Financial Planning

Kaplan Education Pty Ltd

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd

May 2022 - Present Current

Superannuation authorisation excludes Self Managed Superannuation Funds

Perpetual Trustee Company Limited

Jan 2020 - Feb 2022 Ceased

Bombora Advice Pty Ltd

Dec 2018 - Jan 2020 Ceased

Source: ASIC Financial Advisers Register