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