Louise Davies' Professional Contact Details

HQ
+1612-888-0414
Location
Perth, Western Australia

Louise Davies' Current Company Details

Our Story |We believe that anyone can change the world for the better. If you have positively influenced even one life, you have changed the course of their life, the lives of their loved ones, and our collecti...
Our Story |We believe that anyone can change the world for the better. If you have positively influenced even one life, you have changed the course of their life, the lives of their loved ones, and our collective world. However, we recognize that wealth often limits the impact even the most well-intentioned can make globally.Founded in 2021 on the principle that personal wealth is our most significant obstacle to impact, Fortuna Wealth Management pairs industry-leading technologies with human experience to help transform how good people build and preserve wealth. We help our clients spend less time worrying about money and more time on the people and causes that matter most.Our Technology |Fortuna Wealth Management combines the power of advanced analytics, the familiarity of human connection, and the convenience of user-friendly interfaces to help good people make the impact they want on the world while living their best life. We craft your roadmap to success; our technology puts it at your fingertips. Welcome to the future of finance.Our People |Our Chicago-based team specializes in providing financial and lifestyle advice to those with a propensity to do good. Our experienced financial advisors deliver uniquely tailored plans composed of the best available advice, supporting you and your loved ones as you pursue your ideal life and build a lasting legacy.Our financial advisors and consultants consist of CERTIFIED FINANCIAL PLANNNERS™, a designation widely recognized as the gold standard of financial advice. The distinction demonstrates their commitment to the highest standards of quality and ethics.

Louise Davies' Work History and Education

Fortuna Wealth Management
Prosperity Mentor
2020 - Present
Infinity Wealth Management
Financial Advisor
2018 - Present
Godfrey Pembroke
Strategy Support
2006 - 2007 • 1 year
EKS Accounting Services
Paraplanner/Admin
2004 - 2005 • 5 months

Others Named Louise Davies

General Manager Children’s Services at Minda Incorporated
Community Centre Advocate at Wellington City Council

Frequently Asked Questions about Louise Davies


What company does Louise Davies work for?

Louise Davies works for Fortuna Wealth Management.

What is Louise Davies' role at Fortuna Wealth Management?

Louise Davies' role at Fortuna Wealth Management is Prosperity Mentor.

What is Louise Davies' email address?

Louise Davies' email address is l**@fortunawealthmgmt.com.

What is Louise Davies' business email address?

Louise Davies' business email address is l**@fortunawealthmgmt.com.

What is Louise Davies' HQ phone number?

Louise Davies' HQ phone number is +1612-888-0414.

What industry does Louise Davies work in?

Louise Davies works in the Financial Services industry.

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