Simon Davis
Financial Adviser
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About
Simon Davis is an ASIC-registered financial adviser dedicated to helping clients in Brisbane City and beyond achieve their financial goals. With a Bachelor of Business from Qld University of Technology (1994), a Diploma of Financial Planning from Deakin University (2001), and certification as a Certified Financial Planner (FPA) since 2001, Simon brings a wealth of knowledge and experience to his practice. As a proud member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. Simon is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create tailored strategies to meet each client's unique needs and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require advice on insurance and superannuation, Simon Davis is here to help. Contact us today to schedule a consultation and discover how we can help you achieve financial security and peace of mind.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Simon Davis offer?
Simon Davis provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He creates tailored strategies based on your individual needs and goals.
What are Simon Davis's qualifications and experience?
Simon Davis holds a Bachelor of Business from Qld University of Technology, a Diploma of Financial Planning from Deakin University, and is a Certified Financial Planner (CFP). He has been providing financial advice since 2001.
What is the process for becoming a client of Simon Davis?
The first step is to schedule an initial consultation. During this meeting, we will discuss your financial situation, goals, and any concerns you may have. From there, we will develop a personalized financial plan tailored to your specific needs.
What can I expect from working with Simon Davis?
You can expect personalized advice, transparent communication, and a commitment to helping you achieve your financial goals. Simon prioritizes building long-term relationships with his clients, providing ongoing support and guidance.
How does Simon Davis stay up-to-date with the latest financial regulations and industry trends?
As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner, Simon Davis is committed to ongoing professional development. He regularly attends industry conferences, workshops, and training sessions to stay informed about the latest changes and best practices.
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