Financial Adviser
· SOUTH MELBOURNE, VIC
James Ian Taylor
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006045
James Ian Taylor is a financial adviser based in South Melbourne, Victoria, with 26 years of experience in the financial services industry since 2000. James is currently authorised under Choice Financial Advisors. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Certified Financial Planner from The Financial Planning Association of Australia.
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
1998
B.Business
RMIT
2003
GradDip Financial Planning
FINSIA
2004
Certified Financial Planner
The Financial Planning Association of Australia