Jason Valentine Davis

Jason Davis
  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Postgraduate Diploma in Finance Graduate
  • Diploma in Accounting Diploma of Finance and Mortgage
  • Broking Management Authorised Representative No: 403953
  • Advocate Advisory Pty Ltd AFSL No: 405576
  • Estate Agent’s Licence Australian Credit Licence No: 387227
  • Tax (Financial) Adviser, Registration No: 24964237

Jason Davis has extensive practical experience in the financial services sector, with over 25 years of experience in finance, funds management, compliance, financial planning, mortgage broking, accounting and real estate. Jason has been involved in starting, managing and growing a number of businesses in Australia and Europe.

With current licences, authorisations and registrations including Australian Financial Services Licence & Authorised Representative, Australian Tax (Financial) Adviser, Australian Credit Licence, Australian Real Estate Licence, Jason has the ability to add a lot of value to any business and organisation.

In his capacity as a financial planner, Jason has provided advice to clients and assisted them to acquire and dispose of, securities, managed investment scheme interests, insurance, government debentures, deposit products, non-cash payment products, derivatives, life products, RSAs, margin lending facilities and superannuation. Jason is responsible for research and the financial assessment of investment opportunities, portfolio planning review and monitoring, tax planning and structuring.