Financial Adviser
· TOORAK, VIC
Jake Mathew Taylor
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251586
Jake Mathew Taylor is a financial adviser based in Toorak, Victoria, with 9 years of experience in the financial services industry. Jake is currently authorised under Spark Advisors Australia Pty Ltd. Jake 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 Master of Financial Planning from Kaplan Professional. Jake is a member of 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
2009
Bachelor of Commerce (Finance and Financial Planning)
Deakin University
2014
Graduate Diploma of Financial Planning
Kaplan
2016
Master of Financial Planning
Kaplan Professional
2018
Self Managed Superannuation
Terra Cordis
2022
Margin Lending Specialist
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
EVERMORE MONEY MANAGEMENT PTY LTD
Unable to deal in derivatives.
Source: ASIC Financial Advisers Register