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

Stephen Davis, CFP®


Name Stephen Davis CFP®
Company FINDEX ADVICE SERVICES PTY LTD
Address Level 15
1 O'Connell Street
Sydney, NSW 2000
Phone 02 92506531
Mobile 0414686215
Website

Steve is a representative of Centric Wealth Advisers Ltd specialising in financial planning.

Experience
Steve joined Centric Wealth in January 2000.

He has been working in the financial planning industry since 1997 in which time he has enjoyed providing strategic advice to retirees and wealth accumulators to meet their ongoing personal and financial objectives.

Steve builds long lasting relationships with his clients based on trust and feels privileged to be granted the important responsibility of managing his client's financial affairs. His high quality, client focused service approach provides clients with peace of mind so that they can pursue and enjoy their interests.

Education
* Bachelor of Economics
* Diploma of Financial Planning
* Certified Financial Planner

Steve can be contacted in 02 9250 6531 or [email protected]

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