Stockbroking | Wealth Management | Corporate Advice

x

Resizing text on the web

To increase or decrease the magnification of a web page, press Ctrl and '+' (plus) to zoom in or Ctrl and '-' (minus) to zoom out. To return the page to its original size, press Ctrl + 0.

You can also scroll the mouse wheel up and down while holding Ctrl to increase/decrease zoom level.

alt

Bryan Davies

BEc CFP®

Authorised Representative: 000259160

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.

Services and specialities

  • Margin Lending and Gearing Strategies
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice

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.

Industry Education & Experience

Qualifications
  • Bachelor of Economics, University of New England, 1991
  • Graduate Diploma of Financial Management, University of New England, 2000
  • Diploma of Financial Planning, Deakin University, 2000
  • CERTIFIED FINANCIAL PLANNER®, -, 2003
Professional Associations
  • Financial Planning Association
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
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.