Financial Adviser · CLEVELAND, QLD

Andrew Robert Taylor

CLEVELAND, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270242

Licensee

Fortnum Advice

Sydney, NSW (licence address on ASIC register)

View licensee

About Andrew Robert Taylor

Andrew Robert Taylor is a financial adviser based in Cleveland, Queensland, with 8 years of experience in the financial services industry since 2018. Andrew is currently authorised under Fortnum Advice. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Master of Economics from University of New England. 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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1996

Master of Economics

University of New England

2002

Graduate Certificate in Management

Queensland University of Technology

2017

Diploma of Financial Planning

Kaplan

2018

Advanced Diploma of Financial Planning

Monarch Institute

2020

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

2020

FPC007B

Bridging Course - Behavioural Finance - Kaplan Higher Education

2023

FPC001B

Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education

Registration History

Fortnum Advice Pty Ltd

Apr 2021 - Present Current

Not SMSF

Bridges Financial Services Pty Limited

Dec 2018 - Apr 2021 Ceased

Superannuation - All excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register