Steven Peter Davies – Financial Adviser
Adviser identifying number: 338412
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: RISK INSURANCE CONSULTANTS PTY. LTD.
Licence number: 439239
Licensee’s ABN: 81163644424
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALAN K DAVIES PTY LTD
Authorised Representative identifying number: 256600
Authorised Representative’s ABN: 40001826473
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: Diploma of Financial Services (Financial Planning) – RG146
Relevant memberships of professional bodies or industry associations:
Steven Peter Davies is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation