Adviser Profile
Ashley Davidson
Financial Adviser and Head of Insurance
Authorised Representative No. 342680
Ashley Davidson is Head of Insurance at Parc Wealth Management. Ashley has a strong technical knowledge of the Risk and Protection landscape, having worked as a Financial Adviser and Risk Specialist in a number of Financial Planning practices, including running his own Financial Planning business over the last 20 years. His experience also includes Financial Services roles in large banking institutions. Ashley is an industry expert, specialising in the provision of personal and business insurance and formulating effective client wealth protection solutions.
Qualifications
- Graduate Diploma – Applied Finance and Investment
- Diploma of Financial Services
- Ethics and Professionalism in Financial Advice – Bridging Unit
- Diploma of Finance and Mortgage Broking Management
Memberships
- AFP® Practitioner Member of Financial Advice Association of Australia (FAAA)
- MFAA Finance Broker Member
Authorised Financial Services
The Licensee has authorised Ashley Davidson to provide personal advice and dealing services for the following financial products:
- Deposit and Payment Products – Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products (Investment Life Insurance and Life Risk Insurance Products)
- Managed Investment Schemes, including IDPS and MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
Parc Wealth Group Pty Ltd ABN 24 652 326 915 operates as an Australian Financial Services Licensee (Licence No: 535090).
Any information on this website is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decisions based on any information on this website, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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