Financial Adviser · CANBERRA, ACT

Richard Taylor

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005656

Richard Taylor is a financial adviser based in Canberra, Australian Capital Territory, with 13 years of experience in the financial services industry. Richard is currently authorised under Shaw And Partners Limited. Richard holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Applied Finance and Investments from Securities Institute of Australia. Richard is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Graduate Diploma of Applied Finance and Investments
Securities Institute of Australia
2004
Graduate Diploma of Financial Planning
Securities Institute of Australia
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd

Registration History

Nov 2021 - Present Current
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Dec 2021 - Dec 2022 Ceased
Feb 2021 - Dec 2021 Ceased
Derivatives qualified to ADA Level 1 only.
May 2013 - Jan 2021 Ceased
Sep 2010 - Apr 2013 Ceased
Oct 2008 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register