Stephen Davies

Grad Dip App Fin & Inv, Adv DP FP, Dip TA

Stephen has over 23 years’ experience in the financial services sector; serving as an Investment Adviser, Business Development Manager and Financial Planner.

He has held Senior Management positions with several leading industry organisations and has extensive experience including, Capital Raisings, Mezzanine Financing, Initial Public Offering (share listings), Managed Investment Schemes, Banking, Stockbroking, Financial Advice (inc Self-Managed Super Funds) and Personal Insurance.

Stephen has been a contributor of articles on financial issues and has presented numerous workshops and seminars to peers and the general public.

Stephen has also presented for the Financial and Securities Institute of Australia (FINSIA) and attained Fellowship status with FINSIA.

Stephen has a Graduate Diploma of Applied Finance and Investment, an Advanced Diploma of Financial Planning and a Diploma in Technical Analysis.