Stephen Davies

Senior Financial Adviser
Certifications: Grad Dip App Fin & Inv, Adv Dip FP, Dip TA


 

Stephen has over 27 years’ experience in the financial services sector, serving as an Investment Adviser, Business Development Manager and Financial Adviser. He has held senior management positions with several leading industry organisations and has extensive experience in banking, stockbroking, financial advice (including self-managed super funds) and personal insurance.

Stephen has been a regular contributor to financial publications and has presented numerous workshops and seminars to peers and the public regarding financial issues. He has also presented for the Financial and Securities Institute of Australia (FINSIA) and achieved Fellowship status with FINSIA. Stephen holds a Graduate Diploma of Applied Finance and Investment, an Advanced Diploma of Financial Planning and a Diploma in Technical Analysis.

 

Corporate Documents

CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Stephen Davies
Privacy Policy

Bellwether Perth CBD Pty Ltd
ABN 53 647 486 502 ASIC No 1286717
Is a Corporate Authorised Representative of
Bellwether Financial Group Pty Ltd
ABN 56 607 274 411 AFSL 479993

Copyright 2021 Bellwether Financial Group

Address

Bellwether Perth CBD
Level 20 Exchange Tower
2 The Esplanade Perth WA 6000

PO Box Z5393 St Georges Tce
Perth WA 6831

 

 

 

Contact us

Monday to Thursday: 9am - 4pm
Friday: 9am - 3pm

P: 08 9225 4462 or 1800 236 652

Email us at: admin@bellwetherfg.com.au

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