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Bryan Davies
BEc CFP®
Senior Investment Adviser / Principal
Creating, preserving and utilising wealth through careful consideration of your personal situation is my core objective.
Bryan has been advising people on their investments and superannuation since the mid 1990's and has extensive experience with individuals, family groups and complex business and investment structures. Upcoming retirement or a change of circumstances can be a daunting time, so let Bryan guide you though the maze.
Investment Style
Bryan specialises in advice to individuals and small businesses using all available strategies to achieve long-term investment growth and tax-effective income. Investment portfolios are tailored to complement individual circumstances rather than taking a 'one size fits all' approach. Ongoing personal advice ensures continued relevance to your needs.
Services and Specialties
Self-Managed Super Funds
Retirement and Estate Planning
Superannuation Advice
Stockbroking
Margin Lending and Gearing Strategies
Personal Insurance
Qualifications and Professional Affiliations
Graduate Diploma of Financial Management
Diploma of Financial Planning
Ethics and Professional Relationships
Bachelor of Economics
CERTIFIED FINANCIAL PLANNER®
Associations
Financial Advice Association Australia
Competencies
Life Insurance
Tax (financial) Adviser
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Financial Planning
Superannuation
Securities
Generic
Margin Lending
Derivatives Level 1
Managed Investments
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
