Greg Davis

Greg Davis

SSA
Company
Davis Private Wealth Pty Ltd
Title
Director
Profession
Financial Planner
Address
10 Tennyson Street, Woodend VIC 3442, Australia
Phone
03 7031 9590
Qualifications
Graduate Diploma Financial Planning (Diploma) - Kaplan, 2020
Financial Planning (Diploma) - Deakin University, 2002
CFP Education Program (Designation) - Deakin University, 2004
SSA (Designation) - SMSF Association, 2023
Margin Lending Specialist (Certificate) - Kaplan, 2023
Advisor

Summary

Greg has been a qualified Financial Adviser since 2004, a Tax (Financial) Adviser, active member IMAP and SMSF Associations and served on the assessment committee for FPA's CFP Certification Program. In the 30 years Greg has been in the financial services industry his experience encompassed all aspects of wealth advisory. His technical specialisations cover strategic financial planning, wealth accumulation, portfolio construction, self-managed super funds, and retirement income strategies.

Get in touch with Greg Davis