Financial Adviser
· BRISBANE, QLD
David John Taylor
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004031
David John Taylor is a financial adviser based in Brisbane, Queensland, with 20 years of experience in the financial services industry since 2006. David is currently authorised under Morgans Financial Limited, operating through Morgans Financial. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner from Deakin University.
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
2003
Bachelor of Commerce (Finance and Risk Management)
Griffith University
2008
Certified Financial Planner
Deakin University
2008
Graduate Diploma of Financial Planning
FINSIA
2020
Ethics and Professional Relationships
Ethics - QUT
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register