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Greg Davis is listed as Financial Planning & Wealth Management / SMSF Specialist Advisor™ at Davis Private Wealth, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Greg Davis.
Greg Davis previously worked as Managing Director at Davis Private Wealth and Partner at Scholten Collins Mckissock Wealth Management. Greg Davis holds Smsf Regulations & Taxation, Financial Planning And Services, Certificate from Kaplan Business School.
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I am a passionate and diligent financial adviser with a strong track record of nurturing client relationships through a genuine focus on best client outcomes. I believe in providing guidance with integrity and shared values, delivering financial peace of mind through holistic wealth management advice.Having been in the financial planning industry since mid 90’s, and having recently left JBWere and the NAB Group to continue to look after my long-term client relationships. I bring a forward looking and growth-oriented approach to client relationships. I value collaboration and partnership, and care about people and their purpose. My professional experience has encompassed all aspects of wealth advisory to a wide range of clients. My technical speciality covers, strategic financial planning, wealth accumulation, holistic investment advice, superannuation, self-managed superannuation funds and retirement income strategies.I am a Certified Financial Planner (CFP) since 2004, a Tax (Financial) Adviser, an active Practitioner Member of the Institute of Managed Account Professionals (IMAP) and SMSF Specialist Advisor™ and have served on the assessment committee for FPA’s CFP Certification Program.
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Melbourne, Victoria, Australia
Davis Private Wealth will partner with you to provide holistic and comprehensive wealth management, retirement and estate planning that considers all your financial affairs with a focus on wealth enhancement.We are passionate about building long-term partnerships based on trust and shared vision, assisting families achieve their financial objectives. My.
Melbourne, Victoria, Australia
Providing financial planning solutions; wealth accumulation, portfolio construction and retirement income strategies.
Melbourne, Victoria, Australia
18 years at NAB and JBWere providing technical specialty in strategic financial planning, wealth accumulation, portfolio construction, self-managed super funds, and retirement income strategies for NAB & JBWere Private Wealth clients.
Melbourne, Victoria, Australia
Melbourne, Victoria, Australia
Melbourne, Victoria, Australia
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Greg Davis works for Davis Private Wealth.
Greg Davis is listed as Financial Planning & Wealth Management / SMSF Specialist Advisor™ at Davis Private Wealth.
Greg Davis is based in Melbourne, Victoria, Australia while working with Davis Private Wealth.
Greg Davis has worked for Davis Private Wealth, Scholten Collins Mckissock Wealth Management, Jbwere, National Australia Bank, and Prescott Consultants (Victoria) Pty Ltd.
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Greg Davis holds Smsf Regulations & Taxation, Financial Planning And Services, Certificate from Kaplan Business School.
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