Mark Davies
Financial Adviser
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About
Mark Davies is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to providing comprehensive and tailored financial solutions. With a solid foundation built upon years of experience and extensive qualifications, Mark holds a Certificate in Financial Markets from the Securities Institute Australia (1996), SDIA Accreditation from Deakin Prime (2002), and certification in Margin Lending & Geared Investments from Kaplan (2011). He is also a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding the highest professional standards. Mark is authorised to provide advice on a wide range of financial products, including wealth management, securities, derivatives, and government debt securities. This allows him to create bespoke strategies that align with your individual financial goals and risk tolerance. Mark's expertise ensures clients receive well-informed guidance tailored to their specific needs. Key services include: • Wealth Management • Securities Advice • Derivative Strategies • Government Debt Investments • Portfolio Construction Ready to take control of your financial future? Contact Mark Davies today to arrange a consultation and discover how his expertise can help you achieve your financial aspirations.
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Frequently Asked Questions
What financial products can Mark Davies provide advice on?
Mark Davies is authorised to provide advice on wealth management, securities, derivatives, and government debt securities.
What qualifications does Mark Davies hold?
Mark Davies holds a Certificate in Financial Markets from the Securities Institute Australia, SDIA Accreditation from Deakin Prime, and certification in Margin Lending & Geared Investments from Kaplan.
What is Mark Davies's approach to financial advice?
Mark Davies provides comprehensive and tailored financial solutions designed to align with individual financial goals and risk tolerance, creating bespoke strategies to help you achieve your aspirations.
How can Mark Davies help me with wealth management?
Mark Davies can assist with various aspects of wealth management, including portfolio construction, investment advice, and strategies for growing and preserving your wealth.
What professional associations does Mark Davies belong to?
Mark Davies is a member of the Stockbrokers and Investment Advisers Association (SIAA), reflecting his commitment to maintaining high professional standards.
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