Bryan Davies
Financial Adviser
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About
Bryan Davies is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping Australians achieve their financial goals. With a Bachelor of Economics from the University of New England (1991), a Diploma of Financial Planning and a Graduate Diploma of Financial Management (both 2000) from the same institution, Bryan has built a strong foundation for his career. He further enhanced his expertise by becoming a Certified Financial Planner (CFP) in 2003 and completing the Margin Lending Accreditation Program in 2010, followed by Ethics and Professional Relationships training at QUT in 2020. As a member of the Financial Advice Association of Australia (FAAA), Bryan adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. Bryan's commitment to his clients is reflected in his personalized approach and dedication to providing tailored financial solutions. He offers expertise in: • Superannuation Advice • Wealth Management • Insurance Planning Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance needs, Bryan is here to provide expert advice and support. Contact Bryan today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Bryan Davies offer?
Bryan Davies provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. He can assist with retirement planning, investment strategies, and insurance solutions.
What are Bryan Davies' qualifications?
Bryan holds a Bachelor of Economics, a Diploma of Financial Planning, a Graduate Diploma of Financial Management, and is a Certified Financial Planner. He also has accreditation in Margin Lending and has completed Ethics and Professional Relationships training.
What can I expect during my first consultation with Bryan Davies?
During your initial consultation, Bryan will take the time to understand your financial situation, goals, and risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs. This is an opportunity to ask questions and determine if his services are the right fit for you.
How does Bryan Davies stay up-to-date with changes in the financial industry?
Bryan is committed to ongoing professional development and regularly attends industry conferences, seminars, and training programs to stay informed about the latest regulatory changes, investment trends, and financial planning strategies.
What is Bryan Davies' approach to financial planning?
Bryan takes a holistic and client-centered approach to financial planning. He focuses on building long-term relationships with his clients and providing personalized advice that is aligned with their individual goals and values. He emphasizes education and transparency to empower clients to make informed financial decisions.
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