Bruce Stuart Davis – Financial Adviser

Adviser identifying number: 408162
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: WISE INVESTMENT ADVISERS PTY LTD
Licence number: 473981
Licensee’s ABN: 56115230147
Licence controlled by: BRUCE STUART DAVIS

The date the Financial Adviser commenced the appointment: 03/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WISE INVESTMENT ADVISERS PTY LTD
Authorised Representative identifying number: 473981
Authorised Representative’s ABN: 56115230147

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma Financial Services (Financial Planning) – Kaplan Professional
• Bachelor of Commerce (Accounting, Finance & Systems) – The University of NSW
• Diploma Financial Services (Financial Planning) – Kaplan Professional
• Diploma of Financial Markets – Kaplan Professional (formerly Securities Institute of Australia)
• Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Bruce Stuart Davis is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation