Financial Adviser
· ROSE BAY, TAS
Curtis Mario Taylor
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000451384
Curtis Mario Taylor is a financial adviser based in Rose Bay, Tasmania, with 36 years of experience in the financial services industry. Curtis is currently authorised under Tg Financial Pty. Ltd.. Curtis 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 CFP from FPA. Curtis 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
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1985
BA/Llb
University of Tasmania
1985
DipSiA
Securities Institute of Australia
1991
Dip FP
FPA
1994
CFP
FPA
2006
GAICD
Australian Institute of Company Directors
Registration History
Source: ASIC Financial Advisers Register