Leadership

Diverse & Dynamic

Team

 
Jason Davis

Jason Valentine Davis – Founder & Managing Director

Jason is the founder and Managing Director of Avana. He has extensive practical experience in the financial services sector, with over 25 years of experience in finance, funds management, compliance, financial planning, mortgage broking and accounting.

In his capacity as a financial planner, he has provided advice and assistance to clients regarding securities, managed investment scheme interests, insurance, government debentures, deposit products, non-cash payment products, derivatives, life products, RSAs, margin lending facilities and superannuation.
Jason is studied
๏ Diploma of Financial Services (Financial Planning) – 2005 - Financial Planning Association of Australia Limited
๏ Advanced Diploma of Financial Services (Financial Planning) – 2006 ๏ Tribeca
๏ Postgraduate Diploma in Finance – 2002 - The University of Melbourne
๏ Graduate Diploma in Accounting – 2004 - La Trobe University
๏ Certificate IV in Property Services (Real Estate) – 2012 - PRET Australia
๏ Diploma of Finance and / Mortgage Broking Management - May 2012 - AAMC Training Group
Jason is member of
๏ Self-Managed Super Fund Association of Australia.
๏ Mortgage Finance Association of Australia.