Financial Adviser
· SUTHERLAND, NSW
Ciaran Davis
No disciplinary history on record with ASIC
SUTHERLAND,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000451868
Ciaran Davis is a financial adviser based in Sutherland, New South Wales, with 27 years of experience in the financial services industry since 1999. Ciaran is currently authorised under Alliance Wealth, operating through Johnson Green. Ciaran holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ciaran's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Ciaran is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
International Institute of Technology
2014
Margin Lending Program
Mentor Education
2014
Principles in Self Managed Superannuation Funds Course
International Institute of Technology
2016
Advanced Diploma of Financial Planning
Mentor Education
2017
Commercial Law Course
Kaplan Professional
2017
Tax for Financial Advising Course
Kaplan Professional
2019
Certificate IV in Financial and Mortgage Broking
Institute of Strategic Management
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education