Financial Adviser
· WEST LEEDERVILLE, WA
Scott James Taylor
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266590
Scott James Taylor is a financial adviser based in West Leederville, Western Australia, with 8 years of experience in the financial services industry. Scott is currently authorised under Strategic Finance Partners Pty Ltd. Scott 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. Scott 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
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Margin Lending and Geared Investments
Kaplan
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Commercial Law
Kaplan Professional
2018
DFP5v3 Tax for Financial Advising
Kaplan Professional
2018
SMSF
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan