Financial Adviser · HOBART, TAS

Mathew John Taylor

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003055

Mathew John Taylor is a financial adviser based in Hobart, Tasmania, with 24 years of experience in the financial services industry. Mathew is currently authorised under Shadforth Financial Group Limited. Mathew 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia Ltd. Mathew 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

1997
Bachelor of Economics
University of Tasmania
2003
Graduate Diploma of Financial Planning
Securities Institute of Australia
2005
Certified Financial Planner (CFP)
Financial Planning Association of Australia Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd

Registration History

Jul 2009 - Present Current

Source: ASIC Financial Advisers Register