HomeFinancial AdvisersBruce Stuart Davis – Financial Adviser

Bruce Stuart Davis – Financial Adviser

Adviser identifying number: 408162
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
Licence number: 301642
Licensee’s ABN: 86110682196
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/12/2012
The date the Financial Adviser ceased the appointment: 20/02/2013
Name of the Authorised Representative: BRUCE STUART DAVIS
Authorised Representative identifying number: 000408162
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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

  • Advanced Diploma Financial Services (Financial Planning) – Kaplan Professional
  • Bachelor of Commerce (Accounting, Finance & Systems) – The University of NSW
  • Diploma Financial Services (Financial Planning) – Kaplan Professional
  • Diploma of Financial Markets – Kaplan Professional (formerly Securities Institute of Australia)
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)

Bruce Stuart Davis is authorised to provide advices on following products:

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