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: