Kim Marie Davies – Financial Adviser

Adviser identifying number: 1000643
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: QINVEST LIMITED
Licence number: 238274
Licensee’s ABN: 35063511580
Licence controlled by: QSUPER LIMITED

The date the Financial Adviser commenced the appointment: 13/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QINVEST LIMITED
Authorised Representative identifying number: 238274
Authorised Representative’s ABN: 35063511580

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 Commerce – James Cook University
  • Diploma of Financial Planning – Financial Planning Association of Australia Ltd
  • Margin Lending and Geared Investments – Kaplan Professional Pty Ltd
  • Self Managed Superannuation Funds – Kaplan Professional Pty Ltd

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Kim Marie Davies is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Foreign Exchange Contracts
  • Life Products / Investment Life Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility