Jonathan Davis Email & Phone Number
Insurance Partner @ Choice Capital
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Jonathan Davis Location
- Melbourne, VIC, AU
Jonathan Davis Work
- 2023 -now Insurance Partner @
- 2006 -now OWNER, DIRECTOR and SENIOR ADVISER @
- 2002 -2006 Business Insurance Adviser @ MLC
- 1997 -2002 Corporate Super Manager @ MLC Australia
- 1994 -1997 Graduate Program and Insurance Adviser @
Jonathan Davis Education
- Kaplan
Associate Diploma Financial Planning (Financial Planning)
1999-2001 - Deakin University
Bachelor of Business (Finance)
1991-1993 - Scotch College
Year 12 (Higher School Certificate)
1981-1986
Jonathan Davis Skills
- Superannuation
- Income Protection
- Wealth
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Insurance
- Wealth Accumulation
- Estate Planning
- Pensions
- Investments
- Investment Strategies
- Financial Advisory
- Leadership
- Thought Leadership
- Project Management
- SAP
- Public Speaking
- Research
- PowerPoint
Jonathan Davis Summary
- Jonathan Davis, based in Melbourne, VIC, AU, is currently a Insurance Partner at Choice Capital. Jonathan Davis brings experience from previous roles at Davis Insurance Australia, MLC, MLC Australia and National Australia Bank. Jonathan Davis holds a 1999 - 2001 Associate Diploma Financial Planning in Financial Planning @ Kaplan. With a robust skill set that includes Superannuation, Income Protection, Wealth, Wealth Management, Retirement Planning and more. Jonathan Davis has 2 emails on RocketReach.
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