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- Financial Advisers Australia (FAA)
- Travis Allan Davis
Travis Allan Davis
- Name
- Travis Allan Davis
- ID
- 1003734
- ABN
- –
- First Provided Advice
- 2000
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
- 2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
- 2016 - Chartered Financial Analyst - Professional Designations - CFA Institute
- 2017 - Accredited Derivatives Adviser Level 1 & 2 - Other - Stockbrokers Association of Australia
- 2018 - Foereign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Assocation Limited
- 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Chartered Financial Analyst Institute (CFA Institute)
Licencee
- Status
- Current
- Licence Holder
- Jbwere ltd (#341162)
- Commenced
- May 11, 2016
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- EP Financial Services Pty Ltd (#325252)
- Commenced
- Oct. 1, 2013
- Ceased
- Aug. 1, 2014
- Status
- Ceased
- Licence Holder
- Evans And Partners Pty. Ltd. (#318075)
- Commenced
- Nov. 1, 2010
- Ceased
- Oct. 30, 2011
- Status
- Ceased
- Licence Holder
- Evans And Partners Pty. Ltd. (#318075)
- Commenced
- Nov. 1, 2011
- Ceased
- May 1, 2012
- Status
- Ceased
- Licence Holder
- Macquarie Bank Limited (#237502)
- Commenced
- Aug. 1, 2005
- Ceased
- Aug. 30, 2009
- Status
- Ceased
- Licence Holder
- Merrill Lynch Equities (australia) Limited (#235132)
- Commenced
- Sept. 1, 2009
- Ceased
- Oct. 30, 2010
- Status
- Ceased
- Licence Holder
- National Australia Bank Limited (#230686)
- Commenced
- Nov. 13, 2014
- Ceased
- April 11, 2016