Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta Email and Phone Number

Current - Senior Financial Advisor @ Bellwether Financial Group Pty Ltd
Perth, WA, AU
Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta's Location
Greater Perth Area, Australia
Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta's Contact Details

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta work email

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta personal email

About Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta

Knowledge and skills make up 20% of your output. The most important ingredient is ATTITUDE.With over 29 years in the Financial Services Sector, I have experienced many facets of the investment industry. Initially starting out as a Financial Adviser, I gained Certified Financial Planner (CFP) status in the mid 90’s. I then took an opportunity to enter into Business Development and held roles within large & mid-size organisations, including being a Director - Business Development of a private company and holding additional roles as Responsible Manager & Key Person when obtaining our own AFSL.Experience includes; Capital Raisings, Mezzanine Financing, IPO Listings, Managed Investment Schemes, Banking, Stockbroking, Financial Advice (inc SMSF) and Insurance.I enjoy the challenges and rewards associated with business development and product placement. Being highly autonomous in many of my previous roles, setting targets and having in place the necessary tools and goals ensured a high level of success.Key StrengthsExcellent communication skills; confident at 'C' level and conversely clients are appreciative of the fact that I can convey complex matters in ‘layman’s’ terms. Public speaking, whether to large seminars or smaller workshops.Excellent interpersonal skills; being empathic and sensitive to the needs of others.Self-motivated and accountable.Effective negotiator.Use of initiative, I believe in “making decisions”, and have superior organisational abilities.A high degree of integrity and a professional approach Specialties: budgeting, business development, business succession, customer relations, derivatives, equities, financial planning, funds, insurance, investments, marketing, MIS, networking, newsletters, presentation skills, public speaking, sales, securities, seminars, strategic tax planning, warrants, workshops.

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta's Current Company Details
Bellwether Financial Group Pty Ltd

Bellwether Financial Group Pty Ltd

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Current - Senior Financial Advisor
Perth, WA, AU
Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta Work Experience Details
  • Bellwether Financial Group Pty Ltd
    Current - Senior Financial Advisor
    Bellwether Financial Group Pty Ltd
    Perth, Wa, Au
  • Bellwether Financial Group Pty Ltd
    Current - Senior Financial Advisor
    Bellwether Financial Group Pty Ltd Sep 2020 - Present
    L20 2 The Esplanade Perth Wa 6000

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta Skills

Establishing Relationships Honesty And Integrity Sourcing New Opportunities Friendly Manner And Approachable Punctuality Follows Up On Promises Superior Client Service Sales Management Accountability Meeting Targets And Kpi's Assists Others To Grow Their Business Networking Social Media Microsoft Excel Microsoft Word Powerpoint Sense Of Humour Makes Decisions Public Speaking Time Management Leadership Development Business Strategic Financial Planning Wealth Management Business Development Superannuation Retirement Planning Financial Planners Wealth Income Protection Strategy Risk Management Investments Strategic Planning Pensions Small Business Financial Advisory Insurance Equities Wealth Management Services Management Finance Mergers And Acquisitions Funding Financial Services Financial Planning Fine Dining Pension Funds

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta Education Details

  • Financial Services Institute Of Australia - Finsia
    Financial Services Institute Of Australia - Finsia
    Pass
  • Deakin Prime & Stockbrokers Assoc
    Deakin Prime & Stockbrokers Assoc
    Pass
  • Australian Stock Exchange
    Australian Stock Exchange
    Pass
  • Deakin University In Conjunction With The Fpa
    Deakin University In Conjunction With The Fpa
    Certified Financial Planner
  • Securities Institute Of Australia & Ataa
    Securities Institute Of Australia & Ataa
    Pass
  • Finsia In Conjunction With Nab Financial Planning
    Finsia In Conjunction With Nab Financial Planning
    Pass
  • Murdoch University
    Accounting And Finance
  • Finsia In Conjunction With The Australian Society Of Cpa'S
    Finsia In Conjunction With The Australian Society Of Cpa'S
    Pass
  • Finsia
    Finsia
    Pass
  • Finsia
    Finsia
    Pass
  • Finsia
    Finsia
    Pass
  • Finsia
    Finsia
    Pass

Frequently Asked Questions about Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta

What company does Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta work for?

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta works for Bellwether Financial Group Pty Ltd

What is Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta's role at the current company?

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta's current role is Current - Senior Financial Advisor.

What is Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta's email address?

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta's email address is em****@****ail.com

What schools did Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta attend?

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta attended Financial Services Institute Of Australia - Finsia, Deakin Prime & Stockbrokers Assoc, Australian Stock Exchange, Deakin University In Conjunction With The Fpa, Securities Institute Of Australia & Ataa, Finsia In Conjunction With Nab Financial Planning, Murdoch University, Finsia In Conjunction With The Australian Society Of Cpa's, Finsia, Finsia, Finsia, Finsia.

What are some of Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta's interests?

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta has interest in Rugby Union, Public Speaking, Afl, Golf, Rugby League, Travel, Fx Markets.

What skills is Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta known for?

Stephen Davies F Fin Graddip Appfininv Advdipfp Dipta has skills like Establishing Relationships, Honesty And Integrity, Sourcing New Opportunities, Friendly Manner And Approachable, Punctuality, Follows Up On Promises, Superior Client Service, Sales Management, Accountability, Meeting Targets And Kpi's, Assists Others To Grow Their Business, Networking.

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