Financial Adviser
· SYDNEY, NSW
Angus Taylor
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246916
Angus Taylor is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Angus is currently authorised under Lifespan Financial Planning Pty Ltd. Angus 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 Bachelor of Business Management from University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Business Management
University of Queensland
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
AUSSIE WEALTH SUPER PTY LTD
Under supervision from Responsible Manager Lindsay Yelland until otherwise authorised
LIFE PLAN FP PTY LTD
SENTINEL PRIVATE WEALTH PTY LTD
Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register