Data sourced from ASIC Financial Advisers Register
Financial Adviser · DEAKIN WEST, ACT

Taylor Lee Ward

8 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001266701

Taylor Lee Ward is a financial adviser based in Deakin West, Australian Capital Territory, with 8 years of experience in the financial services industry. Taylor is currently authorised under Charter Financial Planning Limited. Taylor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Finance
Australian National University
2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
SuperConcepts Specialist SMSF Course
University of Adelaide
2021
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
2023
Master of Financial Planning
Griffith University

Registration History

Charter Financial Planning Limited
Aug 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register