Alan Davies – Financial Adviser

Adviser identifying number: 1006066
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1979

Name of the licence holder: RISK INSURANCE CONSULTANTS PTY. LTD.
Licence number: 439239
Licensee’s ABN: 81163644424
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALAN K DAVIES PTY LTD
Authorised Representative identifying number: 256600
Authorised Representative’s ABN: 40001826473

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:

• Investment Planning 1 – Tribeca
• PS146 – Tibeca
• PS146 – Tribeca

Relevant memberships of professional bodies or industry associations:

Alan Davies 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, including IDPS
• Retirement Savings Account Products
• Superannuation