Financial Adviser
· PERTH, WA
Michelle Irene Taylor
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005019
Michelle Irene Taylor is a financial adviser based in Perth, Western Australia, with 25 years of experience in the financial services industry. Michelle is currently authorised under Godfrey Pembroke Group Pty Ltd. Michelle 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Michelle 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2011
Adavanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Self Managed Superannuation Funds Course
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register