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Sebastian Davies

Sebastian Davies

Financial Adviser

Morgans
Melbourne, VIC 3000

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About

Sebastian Davies is an ASIC-registered financial adviser based in Melbourne, VIC. He holds a Bachelor of Commerce from Deakin University, completed in 2024, providing him with a strong foundation in financial principles and practices. Sebastian is authorised to provide advice on a range of financial products, including wealth management, securities, and government debt securities. This allows him to create tailored financial strategies to help you achieve your specific goals. Sebastian is committed to providing clear, straightforward advice, helping you navigate the complexities of the financial landscape with confidence. He takes the time to understand your unique circumstances, risk tolerance, and aspirations to develop a personalised plan that aligns with your needs. Key services include: • Wealth Management • Investment Strategies • Portfolio Construction • Securities Advice • Government Debt Securities Ready to take control of your financial future? Contact Sebastian today for a consultation and discover how he can help you build a secure and prosperous tomorrow.

Specialisations

Areas of Expertise

Securities Government Debt Securities Wealth management Investment strategies Securities advice Portfolio construction Financial planning

Client Types

Personal Investors

Services

Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001317814

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice can Sebastian Davies provide?

Sebastian Davies is authorised to provide advice on wealth management, securities, and government debt securities. He can help you with investment strategies, portfolio construction, and overall financial planning.

What qualifications does Sebastian Davies have?

Sebastian Davies holds a Bachelor of Commerce from Deakin University, completed in 2024. This provides him with a strong understanding of financial principles.

What is the process of working with Sebastian Davies?

The process typically starts with an initial consultation to understand your financial goals and current situation. Sebastian will then develop a personalised financial plan tailored to your needs, followed by ongoing support and reviews to ensure you stay on track.

What can I expect during a consultation with Sebastian?

During a consultation, you can expect to discuss your financial goals, current financial situation, and risk tolerance. Sebastian will ask questions to gain a clear understanding of your needs and explain how he can help you achieve your objectives.

Can Sebastian Davies help me with my investment portfolio?

Yes, Sebastian Davies can assist with investment strategies and portfolio construction, providing advice on securities and government debt securities to help you grow your wealth.

Get in Touch

Contact Sebastian directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.