Financial Adviser
· THE JUNCTION, NSW
Andrew James Taylor
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000466165
Andrew James Taylor is a financial adviser based in The Junction, New South Wales, with 27 years of experience in the financial services industry. Andrew is currently authorised under Paragem Pty Limited. Andrew 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Andrew 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce
University of Newcastle
2003
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2010
Provide Advice in Margin Lending
MLC
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education