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Bryan Davies

Bryan Davies

BEc CFP®
Authorised representative number: 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.

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
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.