Simon Davies
Financial Adviser
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About
Simon Davies is an ASIC-registered financial adviser based in Melbourne, VIC, committed to providing tailored financial solutions to help you achieve your financial goals. With a strong educational foundation including a Diploma of Financial Services from Kaplan (2009), a Professional Diploma in Securities & Derivatives from SAA (2009), a Derivatives Accreditation Program (SAA, 2011), a Margin Lending Accreditation Program (SAA, 2011), and Ethics and Professional Relationships certification from Kaplan (2020), Simon possesses the expertise to guide you through complex financial landscapes. Simon is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. Whether you're planning for retirement, building wealth, or navigating the complexities of investments, Simon can provide personalized advice to suit your unique circumstances. Key services offered include: • Superannuation advice • Wealth management strategies • Securities trading guidance • Derivatives investment advice • Government debt securities investments Ready to take control of your financial future? Contact Simon today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Simon Davies offer?
Simon Davies provides advice on superannuation, wealth management, securities, derivatives, and government debt securities. He tailors his advice to meet your specific needs and financial goals.
What qualifications does Simon Davies have?
Simon holds a Diploma of Financial Services from Kaplan, a Professional Diploma in Securities & Derivatives from SAA, and accreditations in Derivatives and Margin Lending from SAA. He also holds Ethics and Professional Relationships certifications from Kaplan, ensuring he adheres to the highest ethical standards.
What can I expect during a consultation with Simon Davies?
During your initial consultation, Simon will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial strategy tailored to your specific needs. Expect a clear and transparent explanation of all recommendations.
How can wealth management advice from Simon Davies benefit me?
Simon’s wealth management advice can help you grow and protect your assets, plan for retirement, and achieve your financial goals. He will work with you to develop a diversified investment portfolio and provide ongoing support to ensure your strategy remains aligned with your needs.
What is the process for getting started with Simon Davies?
To get started, simply contact Simon to schedule an initial consultation. During this meeting, you can discuss your financial goals and learn more about how Simon can help you achieve them. There is no obligation to proceed after the initial consultation.
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