Paul Davis

Director

Bacchus Marsh, VIC

Contact


Accountable Financial Planners Pty Ltd
97 Main St,
Bacchus Marsh VIC 3340,
Australia

  www.accountablefp.com.au/


Member of Association of Financial Advisers Logo

Background


  Summary

Paul Davis has been providing financial services for over 20 years offering a diverse range of wealth management solutions to clients in and around the Greater Melbourne area and has extensive experience within the field of financial planning.

During this time, my primary focus has been to educate clients in identifying, achieving and maximising their personal, lifestyle and financial goals.

Our lasting success has been built on offering a personalised service, and by building long-term and trusting relationships with our clients. We invest the time to get to know each client, understand the concerns and current circumstances and the desired financial goals.


  Focus Areas
Estate Planning Income Protection Life Insurance Pro Bono Advice Retirement Planning Superannuation Wealth Management

Bio Alignment
Non Institutionally Aligned

  Education

ADFP - Advanced Diploma of Financial Planning

CIP, Adv Dip FP