Andrew Davies – Financial Adviser
Adviser identifying number: 1005128
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: PGW FINANCIAL SERVICES PTY LTD
Licence number: 384713
Licensee’s ABN: 15123835441
Licence controlled by:
The date the Financial Adviser commenced the appointment: 09/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PGW FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000384713
Authorised Representative’s ABN: 15123835441
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 Arts – Flinders University of South Australia
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Planning – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Andrew 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Old Law Securities Options Contracts and Warrants Securities