Financial Adviser
· MELBOURNE, VIC
Colin James Taylor
No disciplinary history on record with ASIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235897
Colin James Taylor is a financial adviser based in Melbourne, Victoria, with 39 years of experience in the financial services industry. Colin is currently authorised under Assetplan Financial Services Pty Ltd. Colin 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 from FPA. Colin is a member of Association of Independently Owned Financial Professionals (AIOFP) and 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
1995
Diploma of Financial Planning
RMIT
1996
Certified Financial Planner
FPA