Financial Adviser
· SYDNEY, NSW
Matthew Taylor
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001804
Matthew Taylor is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Matthew is currently authorised under Findex Advice Services Pty Ltd. Matthew 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 CFP from FPA. Matthew is a member of Financial Advice Association of Australia (FAAA).
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
2006
Diploma of Financial Services (Financial Planning)
ThreeSixty
2009
Advanced Diploma Financial Services (Financial Planning)
Kaplan
2011
CFP
FPA
2016
Accredited Aged Care Professional
Aged Care Steps Pty Ltd