Financial Adviser
· ADELAIDE, SA
Allan Taylor
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305596
Allan Taylor is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry. Allan is currently authorised under Lionsgate Financial Group Pty. Ltd.. Allan 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 Graduate Diploma of Financial Planning from Kaplan Professional. Allan 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
2009
Self Managed Superannuation Funds
Kaplan Professional
2012
Estate Planning
Kaplan Professional
2015
Aged Care Steps
Accredited Aged Care Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Chartered Retirement Planning Counsellor
Kaplan