Paul Davis
Financial Adviser
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About
Paul Davis is an ASIC-registered financial adviser dedicated to helping clients in Bacchus Marsh and beyond achieve their financial goals. With a Diploma of Financial Planning from Deakin University (1996) and an Advanced Diploma of Financial Planning from Mentor Education (2016), Paul possesses a strong foundation of knowledge and experience. Paul also holds a Statement of Attainment in Superannuation & Retirement Planning and Investment Planning from Integratec (2001), and earned the Associate CIP designation from the Australian and New Zealand Institute of Insurance and Finance (2012). As a member of the Financial Advice Association of Australia (FAAA), Paul adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Paul can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies Ready to take control of your financial future? Contact Paul today for a consultation.
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Frequently Asked Questions
What types of financial advice does Paul Davis offer?
Paul Davis provides advice on superannuation, insurance, wealth management, and retirement planning. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Paul Davis's qualifications?
Paul holds a Diploma of Financial Planning from Deakin University, a Statement of Attainment in Superannuation & Retirement Planning and Investment Planning from Integratec, is an Associate CIP of the Australian and New Zealand Institute of Insurance and Finance, and has an Advanced Diploma of Financial Planning from Mentor Education.
How can Paul Davis help me plan for retirement?
Paul can help you develop a comprehensive retirement plan tailored to your individual needs and goals. This includes strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable and secure retirement.
What is the process of working with Paul Davis?
The process typically begins with an initial consultation to discuss your financial situation and goals. Paul will then develop a personalised financial plan and provide ongoing support and advice to help you achieve your objectives.
What should I expect from a consultation with Paul Davis?
You can expect a professional and confidential discussion about your financial situation, goals, and concerns. Paul will take the time to understand your needs and provide clear, unbiased advice to help you make informed decisions.
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