Tom Davies

Investment Adviser


Tom Davies has been an Investment Adviser since 2000.

He is actively involved in the community, as a member of the Rotary Club of Rotorua, and as Trustee of the Geyser Community Foundation, and the Kaharoa Kokako Trust, both charitable trusts established to benefit the community.


Tom holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2001)
  • Bachelor of Commerce (Agriculture), Lincoln University

He is a member of or accredited with the following organisations:

  • NZX Adviser
  • New Zealand Institute of Directors

Rotorua Branch Details

Branch Address

First Floor
1196 Whakaue Street
Rotorua 3010

Postal Address

PO Box 1148
Rotorua 3040