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