Financial Adviser · PERTH, WA

Stephen Davies

PERTH, WA

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 000292455

Currently at

Bellwether Financial Group

Perth, WA (firm address)

View firm profile

Stephen Davies is a financial adviser based in Perth, Western Australia, with 11 years of experience in the financial services industry since 2015. Stephen is currently authorised under Bellwether Financial Group. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Graduate Diploma of Applied Finance and Investment (SIA/FINSIA) from Kaplan Higher Education Pty Ltd. Stephen is a member of Australian Technical Analysts Association and Financial Service Institute of Australasia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997

Diploma in Technical Analysis

ATAA

1998

Advanced Diploma of Financial Planning

FPA

1998

Diploma of Financial Planning

Deakin University

2001

Graduate Diploma of Applied Finance and Investment (SIA/FINSIA)

Kaplan Higher Education Pty Ltd

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Bellwether Financial Group Pty Ltd

Sep 2020 - Present Current

Southern Cross Financial Pty Ltd

Dec 2015 - Aug 2020 Ceased

Wealth Today Pty Ltd

Feb 2015 - Sep 2015 Ceased

Source: ASIC Financial Advisers Register