Greg Davis
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Greg Davis Email & Phone Number

Managing Director at Davis Private Wealth
Location: Melbourne, Victoria, Australia 8 work roles 7 schools
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Current company
Davis Private Wealth
Role
Managing Director
Location
Melbourne, Victoria, Australia

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Greg Davis is listed as Managing Director at Davis Private Wealth, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Greg Davis.

Greg Davis previously worked as Partner at Scholten Collins Mckissock Wealth Management and Private Wealth Advisor at Jbwere. Greg Davis holds Smsf Regulations & Taxation, Financial Planning And Services, Certificate from Kaplan Business School.

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Davis Private Wealth

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Profile bio

About Greg Davis

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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Greg Davis's current company

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Davis Private Wealth
Davis Private Wealth
Managing Director
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8 roles

Greg Davis work experience

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Managing Director

Current
Davis Private Wealth

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 technical specialisations cover strategic financial planning, wealth accumulation, portfolio construction, self-managed super funds, superannuation, tax optimisation, aged care, and retirement income strategies.Please feel free to contact any of the team at Davis Private Wealth for any of your financial advice queries.Greg Davis and Davis Private Wealth Pty Ltd ABN 82 651 106 473 is an Authorised Representative of Sentry Advice Pty Ltd AFSL 227748

Oct 2022 - Present

Partner

Scholten Collins Mckissock Wealth Management

Melbourne, Victoria, Australia

Providing financial planning solutions; wealth accumulation, portfolio construction and retirement income strategies.

Oct 2021 - Sep 2022

Private Wealth Advisor

Jbwere

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.

Jul 2016 - Oct 2021

Private Wealth Advisor

Jbwere

Melbourne, Victoria, Australia

Jun 2016 - Oct 2021

Associate Financial Adviser

Prescott Consultants (Victoria) Pty Ltd

Melbourne, Victoria, Australia

Jun 1999 - Aug 2002

Self-Managed Super Fund Administrator

Prescott Consultants (Victoria) Pty Ltd

Melbourne, Victoria, Australia

Jun 1997 - Jun 1999

Customer Support & Fund Administration

Armstrong Jones Life

Melbourne, Victoria, Australia

Mar 1990 - May 1997
7 education records

Greg Davis education

Assessor For Cfp Education Program (Fpa)

Financial Planning Association Of Australia

Diploma Of Financial Planning, Top Dfp7 Result In Australia, 2001

Deakin University
FAQ

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What company does Greg Davis work for?

Greg Davis works for Davis Private Wealth.

What is Greg Davis's role at Davis Private Wealth?

Greg Davis is listed as Managing Director at Davis Private Wealth.

Where is Greg Davis based?

Greg Davis is based in Melbourne, Victoria, Australia while working with Davis Private Wealth.

What companies has Greg Davis worked for?

Greg Davis has worked for Davis Private Wealth, Scholten Collins Mckissock Wealth Management, Jbwere, National Australia Bank, and Prescott Consultants (Victoria) Pty Ltd.

How can I contact Greg Davis?

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What schools did Greg Davis attend?

Greg Davis holds Smsf Regulations & Taxation, Financial Planning And Services, Certificate from Kaplan Business School.

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