Ian Davidson

Ian Davidson Email and Phone Number

Senior Certified Financial Advisor @ Signate Private Wealth
Brisbane, QLD, AU
Ian Davidson's Location
Brisbane, Queensland, Australia, Australia
Ian Davidson's Contact Details

Ian Davidson work email

Ian Davidson personal email

n/a
About Ian Davidson

With over 30 years of professional experience in the Financial Services Industry, it was in July 2003 I established the financial planning practice, Davidson Financial Group Pty Ltd. Servicing clients across Queensland, I specialise in superannuation and investment advice, and combine these skills to formulate the complete financial plan. With extensive knowledge in these areas, I have lectured extensively on superannuation and financial planning for the Institute of Chartered Accountants, the Certified Practitioners Association, the Securities Institute of Australia and the Taxation Institute.

Ian Davidson's Current Company Details
Signate Private Wealth

Signate Private Wealth

View
Senior Certified Financial Advisor
Brisbane, QLD, AU
Website:
signateprivate.com.au
Employees:
57
Ian Davidson Work Experience Details
  • Signate Private Wealth
    Senior Certified Financial Advisor
    Signate Private Wealth
    Brisbane, Qld, Au
    View
  • Davidson Financial Group Pty Ltd
    Director
    Davidson Financial Group Pty Ltd Jul 2003 - Present
    Davidson Financial Group is a financial planning and consulting group who provide advice in all facets of investment, superannuation, insurance and specialise in strategic financial, superannuation and retirement planning for clients.
  • Ellwood Barry Mcpherson Pty Ltd
    Director
    Ellwood Barry Mcpherson Pty Ltd 1992 - 2003
  • Duesbury Financial Services
    Director
    Duesbury Financial Services 1989 - 1992
  • Duesbury Chartered Accountants
    Tax Manager
    Duesbury Chartered Accountants Apr 1981 - 1988

Ian Davidson Skills

Financial Planning Superannuation Customer Service Budgets Strategic Planning Microsoft Office Microsoft Excel Microsoft Word Powerpoint English Windows Research Outlook Teaching Photoshop Public Speaking Html Retirement Planning Strategic Financial Planning Investments Self Managed Superannuation Funds Wealth Management Financial Services

Ian Davidson Education Details

  • The Institutue Of Chartered Accountants Of Australia
    The Institutue Of Chartered Accountants Of Australia
    Financial Planning Specialist
  • The Securities Institute Of Australia
    The Securities Institute Of Australia
    Diploma In Applied Finance And Investment
  • The University Of Queensland
    The University Of Queensland
    Bachelor Of Commerce
    View
  • The Southport School
    The Southport School

Frequently Asked Questions about Ian Davidson

What company does Ian Davidson work for?

Ian Davidson works for Signate Private Wealth

What is Ian Davidson's role at the current company?

Ian Davidson's current role is Senior Certified Financial Advisor.

What is Ian Davidson's email address?

Ian Davidson's email address is ia****@****ing.net

What schools did Ian Davidson attend?

Ian Davidson attended The Institutue Of Chartered Accountants Of Australia, The Securities Institute Of Australia, The University Of Queensland, The Southport School.

What are some of Ian Davidson's interests?

Ian Davidson has interest in Golf, Cycling, Tennis.

What skills is Ian Davidson known for?

Ian Davidson has skills like Financial Planning, Superannuation, Customer Service, Budgets, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, English, Windows, Research.

Who are Ian Davidson's colleagues?

Ian Davidson's colleagues are Tracey Venus, Matthew Gordon, Paige Macpherson, Cristian Fuenzalida, Nicholas Duffy, Jessica Just, Rebecca Brett.

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