Who is Davidson Financial Group
Davidson Financial Group (DFG) is a financial planning and consulting group who provide advice in all facets of investment, insurance and superannuation, specialising in strategic financial, superannuation and retirement planning matters.
Established in 2003, Davidson Financial Group provides high quality financial advice to individuals, companies and trustees. We believe the quality of our advice, backed by our personal ongoing service sets us apart from our competitors, and can provide you with a financial advantage.
The key to our approach is understanding your unique needs and working with you over time to achieve your financial goals. Our advice is based on careful assessment of your needs and our recommendations provide solutions designed specifically for you.
We work for you to develop the financial solutions that we believe are the most appropriate for your circumstances. Our strength lies in taking a personal interest in our clients. We focus on providing ongoing advice that takes into account the latest changes tailored to the needs of each client.
Our specialty is in providing advice that is of the highest technical quality. Our technical department supports our advisers by ensuring they keep up to date with the latest changes in legislation and investment markets, and overseeing all financial advice we provide to ensure consistency and quality.
All advice is supported by extensive research and a sound investment philosophy. We are also committed to the ongoing professional development and training of our advisers and staff to ensure the highest quality advice and service.
Davidson Financial Group is licensed through Clearview. Clearview Financial Advice Pty Ltd ABN 89 133 593 012 and AFSL No. 331367 has an Australian Financial Service License issued by the Australian Securities & Investments Commission.
We provide administration of self managed superannuation funds and superannuation consulting services through a separate entity, Bastion Superannuation Solutions*.
* Bastion Superannuation Solutions has its registered office at Level 3, 400 Queen Street Brisbane.