Financial Adviser
· BEAUMARIS, VIC
Aimee Caitlin Taylor
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000472108
Aimee Caitlin Taylor is a financial adviser based in Beaumaris, Victoria, with 12 years of experience in the financial services industry. Aimee is currently authorised under Count Financial Limited. Aimee 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 Higher Education.
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
2014
Diploma of Financial Planning
Mentor Education
2016
Advanced Diploma of Financial Planning
Integrity Education Group
2016
Margin Lending
Integrity Education Group
2017
Self Managed Superannuation Funds
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
[2025/26] Accredited Listed Product Adviser (ALPA)
Kaplan Professional
Registration History
ACN 128 650 037 PTY LIMITED
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register