Financial Adviser
· WEST PERTH, WA
Paul Michael Tayler
No disciplinary history on record with ASIC
WEST PERTH,
WA
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000456167
Paul Michael Tayler is a financial adviser based in West Perth, Western Australia, with 11 years of experience in the financial services industry since 2015. Paul is currently authorised under Akambo. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Bachelor of Business (Accounting) from WA Institute of Technology. Paul is a member of CTA - Chartered Tax Adviser (The Tax Institute).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1979
Bachelor of Business (Accounting)
WA Institute of Technology
2011
Accreditation in SMSF
Terra Cordis
2014
Accreditation in Margin Lending
Pinnacle
2014
Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2015
SMSF Specialist Advisor (SSA)
SMSF Association
2022
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan
2025
FPC007B Client Enagagement Skills
Behavioural Finance - Kaplan