Stephen John Davies – Financial Adviser

Adviser identifying number: 1242759
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Licence number: 229238
Licensee’s ABN: 96006574572
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 229238
Authorised Representative’s ABN: 96006574572

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 – Deakin
• CPA – CPA
• RG146 – Kaplan

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Stephen John Davies is authorised to provide advices on following products:

• Superannuation