Financial Adviser · MELBOURNE, VIC

Glenn Andrew Taylor

22 Years experience
ASIC Registered · ADV 000278505

Glenn Andrew Taylor is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Glenn is currently authorised under Ad Advisory Services Pty Ltd. Glenn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Diploma of Financial Planning from Tribeca. Glenn is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

2005
Diploma of Financial Planning
Tribeca
2014
Margin Lending
Mentor
2014
Self Managed Superannuation Fund
Mentor
2018
Advanced Investment Planning
Mentor Education

Registration History

Apr 2020 - Present Current
BALLAST FINANCIAL MANAGEMENT PTY LTD
Nov 2018 - Apr 2020 Ceased
NEXTGEN FINANCIAL GROUP PTY LTD
Dec 2015 - Nov 2018 Ceased
Aug 2015 - Nov 2015 Ceased
ACN 130 288 578 PTY LTD
Nov 2013 - Aug 2015 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Feb 2013 - Sep 2013 Ceased
A.C.N. 116 900 362 LIMITED
Oct 2007 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register