Jason Valentine Davis
ADVOCATE ADVISORY PTY. LTD. · Melbourne VIC 3004 · Advising since 2011
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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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
- 000403953
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ADVOCATE ADVISORY PTY. LTD. · AFSL 405576Since 19 October 2011
- Principal business address
- Melbourne VIC 3004
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
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
- Derivatives
- Investment life insurance products
- Life risk insurance products
- 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 2011 – presentADVOCATE ADVISORY PTY. LTD. · AFSL 405576
- CEASEDMay 2011 – Oct 2011DOVER FINANCIAL ADVISERS PTY LTD · AFSL 307248
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
Margin Lending & Geared Investments
Kaplan Professional · 2011 · Other
Advanced Diploma of Financial Services (Financial Planning) (FNS60404)
Tribeca · 2006 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia Limited · 2005 · Diploma (AQF 5)
Postgraduate Diploma in Finance
The University of Melbourne · 2002 · Graduate Diploma (AQF 8)
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 Jason Valentine Davis claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jason Valentine Davis on Souffle yet.
Contacting Jason Valentine Davis
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ADVOCATE ADVISORY PTY. LTD. · AFSL 405576
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
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- PROFILE CLAIMUNCLAIMED
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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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