Financial Adviser · MELBOURNE, VIC

Andrea Taylor

MELBOURNE, VIC

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002004

Currently at

Aware Super Services

Sydney, NSW (firm address)

View firm profile

Andrea Taylor is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry since 1999. Andrea is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Andrea holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Andrea's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Andrea is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2008

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2021

Master of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Aware Financial Services Australia Limited

May 2026 - Present Current

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Swift Financial Planning Pty Ltd

Sep 2024 - Dec 2025 Ceased

Phillipsons Financial Planning Pty Ltd

Mar 2022 - Jun 2024 Ceased

VICSUPER PTY LTD

Nov 2007 - Jun 2020 Ceased

VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register