Managing Director
Current
Jul 2023 - Present
AeroLeads people directory · profile
Jason Davis Email & Phone Number
Managing Director
at
Advocate Advisory
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Who is Jason Davis? Overview
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Quick answer
Jason Davis is listed as Managing Director at Advocate Advisory, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Jason Davis.
Jason Davis previously worked as Founder & Managing Director at Avana Financial Solutions and Financial Adviser at Investment Alternatives. Jason Davis holds Postgraduate Diploma In Finance, Finance And Financial Management Services from University Of Melbourne.
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Email format at Advocate Advisory
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Advocate Advisory
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Profile bio
About Jason Davis
Jason Davis is a Managing Director at Advocate Advisory. He possess expertise in strategic financial planning, smsf, superannuation, investment advisory, life insurance and 11 more skills.
Listed skills include Strategic Financial Planning, Smsf, Superannuation, Investment Advisory, and 12 others.
Current workplace
Jason Davis's current company
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3 roles
Jason Davis work experience
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Founder & Managing Director
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.
Financial Adviser
Investment Alternatives
4 education records
Jason Davis education
Postgraduate Diploma In Finance, Finance And Financial Management Services
Diploma In Accounting, Accounting, Graduate Diploma
Diploma In Financial Planning, Financial Planning, Diploma
Financial Planning Association Of Australia
Bachelor In Finance, Finance
Unwe
FAQ
Frequently asked questions about Jason Davis
Quick answers generated from the profile data available on this page.
What company does Jason Davis work for?
Jason Davis works for Advocate Advisory.
What is Jason Davis's role at Advocate Advisory?
Jason Davis is listed as Managing Director at Advocate Advisory.
Where is Jason Davis based?
Jason Davis is based in Greater Melbourne Area, Australia while working with Advocate Advisory.
What companies has Jason Davis worked for?
Jason Davis has worked for Advocate Advisory, Avana Financial Solutions, and Investment Alternatives.
How can I contact Jason Davis?
You can use AeroLeads to view verified contact signals for Jason Davis at Advocate Advisory, including work email, phone, and LinkedIn data when available.
What schools did Jason Davis attend?
Jason Davis holds Postgraduate Diploma In Finance, Finance And Financial Management Services from University Of Melbourne.
What skills is Jason Davis known for?
Jason Davis is listed with skills including Strategic Financial Planning, Smsf, Superannuation, Investment Advisory, Life Insurance, Tax Planning, Retirement Planning, and Wealth Accumulation.
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