Simon Davis

Partner

  • Certified Financial Planner (CFP®) issued 27 November 2001
  • Bachelor of Business
  • Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia since 24 July 1998
  • 2015 Independent Financial Adviser – Boutique Firm of the Year Award – WINNER
  • 2016 Independent Financial Adviser – Practice Principal of the Year Award – Finalist

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