Paul Davies

Senior Adviser - Wealth


With over 30 years offering financial and investment advice, Paul's aim is to offer strategic advice to people covering a range of issues that will affect their long-term financial security. Ultimately, Paul likes to get people to a position of having enough income in retirement but always based on their own personal circumstances.

Paul has worked in investments since 1985 when he started work as an investment analyst in London. He has also been a stockbroker in European, Asian and other emerging stock markets until 1999 when he came to Australia. He has represented two international investment managers building their businesses with large super funds in Australia.

Paul has a Masters Degree in Applied Finance and Investment (SIA) in which he specialised in investments and portfolio management, while he also has a Graduate Certificate in Applied Economics from the University of Adelaide. He has completed the Advanced Diploma in Financial Services (Financial Planning) and attained mortgage broking and Self Managed Super Fund qualifications.

Paul is a graduate of the Company Directors Course at the Australian Institute of Company Directors and is on several boards. He has also previously lectured in the Bachelor of Business at the Kaplan Business School teaching Financial Institutions and Markets

My speciality

Wealth Management
Office Location
Findex Adelaide
182 Fullarton Road
Dulwich, South Australia 5065
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Phone: 08 8372 1300
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