Financial Adviser · WOLLONGONG, NSW

Sean Adam Taylor

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003983

Sean Adam Taylor is a financial adviser based in Wollongong, New South Wales, with 12 years of experience in the financial services industry. Sean is currently authorised under Bridges Financial Services Pty Limited. Sean 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 Commerce (Economics and Marketing) from University of Wollongong.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

1998

LAW100 Law in Society

University of Wollongong

2002

Bachelor of Commerce (Economics and Marketing)

University of Wollongong

2012

Graduate Certificate in Financial Planning

Charles Sturt University

2017

Tax for Financial Advising

Kaplan Education Pty Ltd

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Bridges Financial Services Pty Limited

Jan 2022 - Present Current

Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Aware Financial Services Australia Limited

Dec 2019 - Jan 2022 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Aug 2018 - Nov 2019 Ceased

Commonwealth Financial Planning Limited

Feb 2014 - Jun 2018 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register