Tony Davies
AdvDipFP - Financial Adviser Authorised Representative - ARN: 277825
Fiducian Financial Services Gosford
NSW - Regional
- fpsupport@fiducianfs.com.au
- Phone
- 02 4312 7868
- Address
-
Suite 1, 28 Barralong Road, Erina NSW 2250
PO Box 3735, Erina NSW 2250
About Tony Davies
Tony is a highly experienced Financial Adviser who has been helping clients both big and small to achieve their financial and lifestyle goals since 1993 through creating personal and tailored strategies. A dedication to providing the highest quality service and a strong desire to see his clients succeed is what sets him apart in the industry.
Tony holds an Advanced Diploma in Financial Services (Financial Planning) and he undertakes regular ongoing training to ensure his knowledge and skills are kept up to date.
Tony has met the FASEA exam standards required by law.
When not engaged in Financial Planning, Tony most enjoys spending time with his family, playing golf and camping and keeping up to date with the soccer, although his playing days are long behind him.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Tony Davies
Tony is a highly experienced Financial Adviser who has been helping clients both big and small to achieve their financial and lifestyle goals since 1993 through creating personal and tailored strategies. A dedication to providing the highest quality service and a strong desire to see his clients succeed is what sets him apart in the industry.
Tony holds an Advanced Diploma in Financial Services (Financial Planning) and he undertakes regular ongoing training to ensure his knowledge and skills are kept up to date.
Tony has met the FASEA exam standards required by law.
When not engaged in Financial Planning, Tony most enjoys spending time with his family, playing golf and camping and keeping up to date with the soccer, although his playing days are long behind him.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility