Financial Adviser
· OSBORNE PARK, WA
Jonathan William Taylor
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000362881
Jonathan William Taylor is a financial adviser based in Osborne Park, Western Australia, with 16 years of experience in the financial services industry. Jonathan is currently authorised under Aaa Private Wealth Advisors Pty Ltd. Jonathan 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 Bachelor of Business from Edith Cowan University. Jonathan is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business
Edith Cowan University
2007
Graduate Diploma Chartered Accounting
Institute of Chartered Accountants Australia
2010
Diploma Financial Services Financial Planning
Kaplan
2018
Applied Finance
Kaplan