Financial Adviser · HORNSBY, NSW

Scott Taylor

23 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000394635

Scott Taylor is a financial adviser based in Hornsby, New South Wales, with 23 years of experience in the financial services industry. Scott is currently authorised under Infocus Securities Australia Pty Ltd. Scott 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 Advanced Diploma of Financial Planning from International Institute of Technology Pty Ltd (IIT).

Authorised to Advise On

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

Restrictions: Securities excludes direct equities

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2012

Principles in Self Managed Superannuation Funds

International Institute of Technology Pty Ltd (IIT)

2013

Advanced Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2017

Principles of Margin Lending

International Institute of Technology Pty Ltd (IIT)

Registration History

Infocus Securities Australia Pty Ltd

Sep 2016 - Present Current

Securities excludes direct equities

Charter Financial Planning Limited

Dec 2010 - Sep 2016 Ceased

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

Source: ASIC Financial Advisers Register