Ian Davis
Financial Adviser
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About
Ian Davis is an ASIC-registered financial adviser based in Frankston, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Accounting from the Australian National University (1977) and PS146 certification from Deakin University (2001), Ian brings a wealth of knowledge and experience to his practice. Ian is authorized to provide advice on a range of financial products, including superannuation, wealth management, and securities. He is committed to understanding each client's unique circumstances and developing strategies that align with their individual needs and aspirations. Key services offered include: • Superannuation advice • Wealth management strategies • Investment advice (Securities) • Retirement planning • Personalised financial planning If you're seeking expert financial guidance and a personalized approach to wealth creation and security, contact Ian Davis today to schedule a consultation and explore how he can help you achieve your financial objectives.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Ian Davis provide?
Ian Davis specializes in superannuation advice, wealth management, and advice relating to securities. He can help you navigate these areas to achieve your financial goals.
What are Ian Davis's qualifications?
Ian Davis holds a Bachelor of Accounting from the Australian National University and a PS146 certification from Deakin University, ensuring he has the knowledge and skills to provide expert financial advice.
How does Ian Davis approach financial planning?
Ian Davis takes a personalized approach to financial planning, focusing on understanding each client's unique circumstances and developing tailored strategies to help them achieve their specific goals.
What should I expect during my first consultation with Ian Davis?
During your first consultation, Ian will discuss your current financial situation, your goals, and your risk tolerance. This will help him to develop a financial plan that is tailored to your specific needs.
Can Ian Davis help me with my superannuation?
Yes, Ian Davis provides expert advice on superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy.
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