Jane Davies is a Financial Adviser at Ironbark Advice - Dubbo (formerly Invest Blue - Dubbo) with more than 15 years of experience helping individuals, families and business owners across Dubbo and Central West NSW achieve their financial goals.
Since becoming a licensed Financial Adviser in 2009, she has worked with clients to build confidence in their financial future through tailored strategies for wealth accumulation, superannuation, retirement planning, personal insurance, debt management, cashflow planning, government pensions and tax-effective wealth creation.
After completing a Bachelor of Business in Management and Marketing, Jane gained valuable experience with a major Australian bank and one of Australia's leading fund managers before returning to regional NSW. She joined Invest Blue in 2021 through its merger with Advisory Group and is proud to continue supporting local clients as part of Ironbark Advice.
Jane holds a Bachelor of Business, Diploma and Advanced Diploma of Financial Planning, Graduate Diploma of Financial Planning, and has successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) Exam.
Whether clients are planning for retirement, growing their wealth, reviewing their superannuation or navigating major life changes, Jane is committed to helping them make informed financial decisions with confidence.
Outside the office, Jane enjoys camping, bike riding, walking and spending time with her daughters, Annie and Laura.
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Ironbark Advice is comprised of the following wholly owned entities of Ironbark:
Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Ironbark Advice are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited, Australian Financial Services Licence and Australian Credit Licence No. 234665.
GR & LC Thompson Pty Ltd trading as Ironbark Advice, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licence and Australian Credit Licence No. 232705.
LFC Advice Pty Ltd (ABN 19 647 509 466) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.