Anthony James Davis – Financial Adviser

Adviser identifying number: 1254691
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: DAVIS WEALTH MANAGEMENT PTY LTD
Licence number: 488666
Licensee’s ABN:
Licence controlled by: Hamilton Heritage Investments Pty Ltd

The date the Financial Adviser commenced the appointment: 18/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DAVIS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000488666
Authorised Representative’s ABN:

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 Business (Accountancy) – Queensland University of Technology
• Chartered Accountant – The Institute of Chartered Accountants in Australia
• Diploma of Financial Planning – Kaplan Professional
• Graduate Diploma of Applied Finance and Investment – Securities Institute
• Master of Business Administration – Finance Concentration – London Business School

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Anthony James Davis is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation