Name | Gregory Davis AFP® |
Address | Level 23, 500 Collins Street Melbourne, VIC 3000 |
Phone | 0370319590 |
Website | www.davisprivatewealth.com.au |
I am a Tax (Financial) Adviser, an active member of the Institute of Managed Account Professionals (IMAP) and SMSF Association Specialist. 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.