Jason Davis

Jason Davis Email and Phone Number

I help Financial Advisers find a new home @ Advocate Advisory
Jason Davis's Location
Greater Melbourne Area, Australia
About Jason Davis

Jason Davis is a I help Financial Advisers find a new home at Advocate Advisory. He possess expertise in strategic financial planning, smsf, superannuation, investment advisory, life insurance and 11 more skills.

Jason Davis's Current Company Details
Advocate Advisory

Advocate Advisory

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I help Financial Advisers find a new home
Jason Davis Work Experience Details
  • Advocate Advisory
    Managing Director
    Advocate Advisory Jul 2023 - Present
    Melbourne, Victoria, Australia
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  • Avana Financial Solutions
    Founder & Managing Director
    Avana Financial Solutions Jan 2019 - Present
    Melbourne, Victoria, Australia
    With over 20 years’ experience in financial services, Jason founded Avana in 2019 with a vision to offer advisers a more flexible and tailored licensee solution. Also a qualified financial adviser, Jason refuses to accept the black and white approach alternative licensee providers have to offer. Specialising primarily in Superannuation, Tax & Property; Jason is the brains of the operation and always goes above and beyond to support everyone within the Avana team.
    View
  • Investment Alternatives
    Financial Adviser
    Investment Alternatives Mar 2005 - Present
    Melbourne, Australia

Jason Davis Skills

Strategic Financial Planning Smsf Superannuation Investment Advisory Life Insurance Tax Planning Retirement Planning Wealth Accumulation Income Protection Wealth Investment Strategies Financial Planners Financial Planning Financial Advisory Financial Services Portfolio Management

Jason Davis Education Details

Frequently Asked Questions about Jason Davis

What company does Jason Davis work for?

Jason Davis works for Advocate Advisory

What is Jason Davis's role at the current company?

Jason Davis's current role is I help Financial Advisers find a new home.

What schools did Jason Davis attend?

Jason Davis attended University Of Melbourne, La Trobe University, Financial Planning Association Of Australia, Unwe.

What skills is Jason Davis known for?

Jason Davis has skills like Strategic Financial Planning, Smsf, Superannuation, Investment Advisory, Life Insurance, Tax Planning, Retirement Planning, Wealth Accumulation, Income Protection, Wealth, Investment Strategies, Financial Planners.

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