Brett Darrel Davis – Financial Adviser

Adviser identifying number: 1006274
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: PARADIGM WEALTH MANAGEMENT PTY LTD
Licence number: 297465
Licensee’s ABN: 97101700949
Licence controlled by: PATRICK NALTY

The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARADIGM WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 297465
Authorised Representative’s ABN: 97101700949

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:

• Bachelor of Economics – Monash University
• Bachelor of Economics – Monash University
• Bachelor of Laws – Monash University
• Bachelor of Laws – Monash University
• Certified Financial Planner – FPA
• Certified Financial Planner Certification – FPA
• Masters of Laws – Monash University
• Masters of Laws – Monash University

Relevant memberships of professional bodies or industry associations:

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

Brett Darrel Davis is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / IDPS Only
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products