Data sourced from ASIC Financial Advisers Register
Financial Adviser · STAFFORD, QLD

Mark Robert Taylor

STAFFORD, QLD
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242607
Practice
Bricks And Mortar Private Wealth
Stafford, QLD (practice address on ASIC register)
Licensed through Interprac Financial Planning
View practice

About Mark Robert Taylor

Mark Robert Taylor is a financial adviser based in Stafford, Queensland, with 21 years of experience in the financial services industry since 2005. Mark works at Bricks And Mortar Private Wealth, which is licensed through Interprac Financial Planning. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Mark 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

1988
Bachelor of Business (Management)
Queensland University Technology
1999
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
1999
Post Graduate Diploma in Management
Macquarie University
2001
Diploma of Financial Planning
Financial Planning Association (FPA)
2025
SuperConcepts Specialist SMSF Course
The University of Adelaide

Registration History

Interprac Financial Planning Pty Ltd
Mar 2023 - Present Current
My Fortress Pty Ltd
May 2022 - Dec 2022 Ceased
A.C.N. 603 037 510 PTY LTD
Aug 2020 - Mar 2022 Ceased
GWM ADVISER SERVICES PTY LTD
Jan 2005 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register