Joel Ian Davis – Financial Adviser

Adviser identifying number: 467480
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: WESTPAC FINANCIAL SERVICES LIMITED
Licence number: 233716
Licensee’s ABN: 20000241127
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/10/2011
The date the Financial Adviser ceased the appointment: 10/01/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Services (Financial Planning) – Mentor Education Pty Ltd
• Bachelor of Finance – University of Adelaide
• Diploma of Financial Services (Financial Planning) – Mentor Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

Joel Ian Davis is authorised to provide advices on following products: