ANDREW JAMES TAYLOR
Financial Adviser · The Junction, NSW
📚 Qualifications & Training
1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty
2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2010 - Provide Advice in Margin Lending - Other - MLC
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.