Stephen Davis CFP®

About Me

Steve is a representative of Findex Advice Services Pty Ltd specialising in financial planning. Experience Steve joined Findex 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 6500 or steve.davis@findex.com.au.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Findex Advice Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®