The Financial Planning Association of Australia The Financial Planning Association of Australia

Gregory Davis, AFP®


Name Gregory Davis AFP®
Company JBWere Ltd
Address 10 Tennyson Street
Woodend, VIC 3442
Phone 03 98489811
Mobile 0457 517 344
Website scmwm.com.au/

I am a Tax (Financial) Adviser, an active member of the Institute of Managed Account Professionals (IMAP) and SMSF Associations. I have also served on the assessment committee for FPA’s CFP Certification Program. My technical speciality covers strategic financial planning, goals-based risk profiling and portfolio construction, self-managed super and retirement income strategies.

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