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