Financial Adviser
· SYDNEY, NSW
Miles Paul Tauber
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235714
Miles Paul Tauber is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Miles is currently authorised under Walker Lane Pty Ltd. Miles 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 Mentor Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Margin Lending & Geared Investments
Kaplan
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2016
Advanced Diploma of Financial Planning
Mentor Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Accredited Listed Product Adviser Program
Kaplan
Registration History
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register