You can be assured that the financial advice you receive from Davey Financial Advisors is of the highest standard, delivered by our industry experts.

Our Financial Planning team includes individuals with up to 35 years of experience in the industry, a member of the Financial Planning Association of Australia Ltd (FPA), and CERTIFIED FINANCIAL PLANNER™.

The FPA is recognised as the peak professional body for Australia's Financial Planners, representing approximately 12,000 individuals and businesses. FPA members are committed to a code of ethics and rules of professional conduct above those required by law, and must undertake continual professional development. 

The CERTIFIED FINANCIAL PLANNER™ accreditation recognises rigorous study in financial planning and extensive industry experience. By meeting the ongoing competency requirements of continuing professional development and by adhering to the FPA's Code of Ethics and Professional Standards, holders of a CFP certificate demonstrate to the public that they are individuals who have voluntarily agreed to meet high standards of professionalism in a changing financial world.

Each of our Directors is also licensed by the highly respected Lonsdale Financial Group Limited (Lonsdale), making us part of a network of qualified financial advisers and accountants with extensive industry experience. The Lonsdale network consists of over 100 financial planning practices and over 250 financial advisers across Australia. Under Lonsdale licensing we are required to undertake ongoing professional development and training and provide our clients with a full range of financial planning services - so you can be assured of up-to-date, comprehensive advice.

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