Greg Davis Email and Phone Number
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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Managing DirectorDavis Private Wealth Oct 2022 - PresentMelbourne, Victoria, AustraliaDavis 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 -
PartnerScholten Collins Mckissock Wealth Management Oct 2021 - Sep 2022Melbourne, Victoria, AustraliaProviding financial planning solutions; wealth accumulation, portfolio construction and retirement income strategies. -
Private Wealth AdvisorJbwere Jul 2016 - Oct 2021Melbourne, Victoria, Australia18 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. -
Private Wealth AdvisorJbwere Jun 2016 - Oct 2021Melbourne, Victoria, Australia -
Private Wealth AdviserNational Australia Bank Apr 2003 - Jun 2016Melbourne, Victoria, Australia -
Associate Financial AdviserPrescott Consultants (Victoria) Pty Ltd Jun 1999 - Aug 2002Melbourne, Victoria, Australia
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Self-Managed Super Fund AdministratorPrescott Consultants (Victoria) Pty Ltd Jun 1997 - Jun 1999Melbourne, Victoria, Australia
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Customer Support & Fund AdministrationArmstrong Jones Life Mar 1990 - May 1997Melbourne, Victoria, Australia
Greg Davis Education Details
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Certificate -
Certificate -
Graduate Diploma Financial Planning -
Financial Planning Association Of AustraliaAssessor For Cfp Education Program (Fpa) -
Cfp Education Program -
Top Dfp7 Result In Australia, 2001 -
Vce
Frequently Asked Questions about Greg Davis
What company does Greg Davis work for?
Greg Davis works for Davis Private Wealth
What is Greg Davis's role at the current company?
Greg Davis's current role is Financial Planning & Wealth Management / SMSF Specialist Advisor™.
What schools did Greg Davis attend?
Greg Davis attended Kaplan Business School, Kaplan Business School, Kaplan Business School, Financial Planning Association Of Australia, Deakin University, Deakin University, Wesley College.
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1cba.com.au
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1csiro.au
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Greg Davis
Greater Sydney Area3hotmail.com, vmware.com, vmware.com -
Greg Davis
Melbourne, Vic -
Greg Davis
Greater Melbourne Area2me.com, planetinsurance.com.au
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