Jonathan Davis Email & Phone Number

Melbourne, Vic, Au

Victoria

BUSINESS OVERVIEWJonathan Davis is a Director and Principal Adviser at Davis Insurance Australia.Davis Insurance is a specialist Life Insurance advice and broker firm providing unique solutions and services to Private Business Owners and Professionals seeking sound personal insurance advice and comprehensive protection. Our approach involves careful project management of the entire process from the point of understanding the insurance issues through to insurance approval and (if required) legal documentation to support the insurance cover. We specialise in advising and arranging insurance to support your business succession and lifestyle protection needs. We also facilitate and attend legal meetings to support the establishment of the business succession agreement, you don't have to find a lawyer and brief them on this important part of business succession protection.We work closely with our client’s Accountant and Lawyers and actively encourage communication between each of these professional advisers to ensure the client’s needs are best looked after.Our knowledge and experenice allows us to deliver these solutions efficiently taking care of every detail, which enables our busy clients to focus on attending to their own business requirements, safe in the knowledge that we will protect (their most valuable assets), the client, their family and business.

Adviser to Private Business Owners on Personal Insurance covers and structure in order to protect precious assets.

Advised Businesses on Corporate Superannauton Fund choices and Group Insurance arrangments linked to the Superannauton funds.

Working in the NAB Corporate and Business Banking departments. Providing Credit Analysis and Debt Recommendation Reports to NAB Board and Senior Credit teams for consideration. Managed Banking Relationships /Accounts.

Associate Diploma Financial Planning, Financial Planning

Bachelor Of Business, Finance

Year 12, Higher School Certificate