Gregory Byron Davis
DAVIS PRIVATE WEALTH PTY LTD · Melbourne VIC 3000 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001245528
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- SENTRY ADVICE PTY LTD · AFSL 227748Through authorised representative DAVIS PRIVATE WEALTH PTY LTD (no. 001299449)Since 10 October 2022SENTRY ADVICE PTY LTD · AFSL 227748Since 10 October 2022
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA); SMSF Association; SMSF Association
- Further restrictions
- MDA Services limited to advice only
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2022 – presentSENTRY ADVICE PTY LTD · AFSL 227748Through authorised representative DAVIS PRIVATE WEALTH PTY LTD (no. 001299449)
- CURRENTOct 2022 – presentSENTRY ADVICE PTY LTD · AFSL 227748
- CEASEDOct 2021 – Oct 2022ELECT WEALTH MANAGEMENT PTY LTD · AFSL 499272
- CEASEDJun 2016 – Oct 2021JBWERE LTD · AFSL 341162
- CEASEDApr 2004 – Jun 2016NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited · 2023 · Other
Margin Lending Specialist
Kaplan Education Pty Ltd · 2023 · Other
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2021 · Graduate Diploma (AQF 8)
CFP Certification 1-4 Program
Financial Advice Association of Australia Limited · 2005 · Professional Designations
Diploma of Financial Planning
Financial Advice Association of Australia Limited · 2002 · Advanced Diploma (AQF 6)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Gregory Byron Davis claims the profile.
Reviews
Not yet reviewed
No client has reviewed Gregory Byron Davis on Souffle yet.
Contacting Gregory Byron Davis
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
DAVIS PRIVATE WEALTH PTY LTD
Authorised by SENTRY ADVICE PTY LTD · AFSL 227748
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Gregory Byron Davis claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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