Chris Davey
Christopher Davey has been involved in the financial services industry for over 9 years, starting his career... | Sydney, Sydney, Australia
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Chris Davey’s Location Sydney, Sydney, Australia
Chris Davey’s Expertise Christopher Davey has been involved in the financial services industry for over 9 years, starting his career in finance with the Commonwealth Bank. Chris enjoyed a number of various roles which enabled him to interact heavily with personal, small business and corporate clients. After 4 years with one of Australia’s largest and leading banks Chris made the move to a smaller company with a larger presence on the Gold Coast, Suncorp Bank. It was 12 months after that Chris made the decision to incorporate his in depth knowledge of banking, lending and insurance into a more specialized role within the financial planning industry. Starting his career in 2010 as a financial planner with Strategies For Life in Launceston, Tasmania. Chris earned his Diploma of Financial Services and started to inherit a large amount of personal insurance knowledge. Chris then enjoyed providing advice as a holistic Financial Planner for Wahlstrom Financial Services on the Gold Coast. It is still Chris’ responsibility to provide coherent financial advice to the clients of his brand new company Davey Partners Financial Planning Services in the glorious city of Sydney. Chris specialises in the following: - Retirement Planning - Strategic Superannuation Portfolio planning - Allocated Pensions - Annuities - Rollovers - Wealth Creation strategies - Investments - Life Insurance and Personal Risk Mitigation - Accident/ Sickness/ Disability Insurance - Trauma Insurance - Permanent and Total Disability Insurance - Income Protection - Business Expense Insurance - Business Succession Planning - Facilitation of Estate Planning Strategies - Claims Processing Davey Partners Financial Planning Services Pty Ltd PO Box 231 POTTS POINT NSW 1335 P: 02 8354 1380 E: [email protected] W: www.daveypartners.com.au
Chris Davey’s Current Industry Davey Partners Financial Planning Services
Chris
Davey’s Prior Industry
Commonwealth Bank
|
Strategies for Life
|
Wahlstrom Financial Services
|
Davey Partners Financial Planning Services
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Work Experience
Davey Partners Financial Planning Services
Director
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wahlstrom Financial Services
Financial Planner
Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jul 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Strategies for Life
Financial Planner
Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Commonwealth Bank
Home Loan Specialist
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Chris Davey Email Addresses
FAQ About Chris Davey
-
Chris Davey is located at
Sydney, Sydney, Australia -
Chris Davey is a
Christopher Davey has been involved in the financial services industry for over 9 years, starting his career in finance with the Commonwealth Bank. Chris enjoyed a number of various roles which enabled him to interact heavily with personal, small business and corporate clients. After 4 years with one of Australia’s largest and leading banks Chris made the move to a smaller company with a larger presence on the Gold Coast, Suncorp Bank. It was 12 months after that Chris made the decision to incorporate his in depth knowledge of banking, lending and insurance into a more specialized role within the financial planning industry. Starting his career in 2010 as a financial planner with Strategies For Life in Launceston, Tasmania. Chris earned his Diploma of Financial Services and started to inherit a large amount of personal insurance knowledge. Chris then enjoyed providing advice as a holistic Financial Planner for Wahlstrom Financial Services on the Gold Coast. It is still Chris’ responsibility to provide coherent financial advice to the clients of his brand new company Davey Partners Financial Planning Services in the glorious city of Sydney. Chris specialises in the following: - Retirement Planning - Strategic Superannuation Portfolio planning - Allocated Pensions - Annuities - Rollovers - Wealth Creation strategies - Investments - Life Insurance and Personal Risk Mitigation - Accident/ Sickness/ Disability Insurance - Trauma Insurance - Permanent and Total Disability Insurance - Income Protection - Business Expense Insurance - Business Succession Planning - Facilitation of Estate Planning Strategies - Claims Processing Davey Partners Financial Planning Services Pty Ltd PO Box 231 POTTS POINT NSW 1335 P: 02 8354 1380 E: [email protected] W: www.daveypartners.com.au Davey Partners Financial Planning Services -
Chris Davey currently works in the
Davey Partners Financial Planning Services -
Chris Davey specializes in
Christopher Davey has been involved in the financial services industry for over 9 years, starting his career in finance with the Commonwealth Bank. Chris enjoyed a number of various roles which enabled him to interact heavily with personal, small business and corporate clients. After 4 years with one of Australia’s largest and leading banks Chris made the move to a smaller company with a larger presence on the Gold Coast, Suncorp Bank. It was 12 months after that Chris made the decision to incorporate his in depth knowledge of banking, lending and insurance into a more specialized role within the financial planning industry. Starting his career in 2010 as a financial planner with Strategies For Life in Launceston, Tasmania. Chris earned his Diploma of Financial Services and started to inherit a large amount of personal insurance knowledge. Chris then enjoyed providing advice as a holistic Financial Planner for Wahlstrom Financial Services on the Gold Coast. It is still Chris’ responsibility to provide coherent financial advice to the clients of his brand new company Davey Partners Financial Planning Services in the glorious city of Sydney. Chris specialises in the following: - Retirement Planning - Strategic Superannuation Portfolio planning - Allocated Pensions - Annuities - Rollovers - Wealth Creation strategies - Investments - Life Insurance and Personal Risk Mitigation - Accident/ Sickness/ Disability Insurance - Trauma Insurance - Permanent and Total Disability Insurance - Income Protection - Business Expense Insurance - Business Succession Planning - Facilitation of Estate Planning Strategies - Claims Processing Davey Partners Financial Planning Services Pty Ltd PO Box 231 POTTS POINT NSW 1335 P: 02 8354 1380 E: [email protected] W: www.daveypartners.com.au -
Chris Davey speaks the following languages:
No languages available. -
Chris Davey has prior experience in the following industries:
Davey Partners Financial Planning Services , Wahlstrom Financial Services , Strategies for Life , Commonwealth Bank -
Chris Davey has the following professional experience:
Davey Partners Financial Planning Services , Wahlstrom Financial Services , Strategies for Life , Commonwealth Bank . -
You can view Chris Davey’s
LinkedIn profile at LinkedIn URL. -
Chris Davey’s work email addresses are
[email protected] . -
Chris Davey works at
Davey Partners Financial Planning Services
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