Melbourne Office
Level 2, 59 Ross Street Toorak VIC 3142 Australia

T: 1300 529 123
F: 03 9827 9185
M: 0400 999 889

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Jonathan Davis

Financial Adviser Profile

Jonathan Davis is an Authorised Representative, No. 313898, of ClearView Financial Advice Pty Limited ("ClearView") AFS Licence No. 331367. Davis Insurance Australia Pty Ltd is a Corporate Authorised Representative of ClearView Financial Advice Pty Limited.

Financial Planning Expertise


Jonathan Davis is a Director and the Principal Adviser at Davis Insurance. Jonathan graduated in Business (Fin) at Deakin University and then obtained a Graduate Management position at one of the top 4 Australian Banks, enjoying 13 years experience in Senior Manager and Adviser roles prior to founding Davis Insurance in 2007. Today Jonathan is regarded as an industry leader and expert in providing specialist insurance and business succession advice to private business owners and executives.

Jonathan is authorised to provide financial advice and deal in the following:

  • Life and Risk Insurance Products including, Life, Total and Permanent Disablement, Critical Illness, Income Protection and Business Expenses Insurance Products.

  • Superannuation Products including, Public Offer Superannuation Funds, Allocated Pensions and Complying Annuities, Corporate Superannuation Fund and Retirement Savings Accounts.

  • Managed Investment Products including, Master Trusts, Wrap Facilities, Property Securities and Tax Effective Investments.

  • Securities

    Qualifications


  • Diploma of Financial Services (Financial Planning)

  • Bachelor of Business (Fin)


  • Contact Details


    Suite 5, Level 2
    59 Ross Street
    Toorak VIC 3142


    T    1300 529 123
    F    03 9827 9185
    E    enquiry@davisinsurance.com.au

    www.davisinsurance.com.au