ANDREW ROBERT TAYLOR
Financial Adviser · West Cleveland, QLD
📚 Qualifications & Training
1996 - Master of Economics - Masters Degree (AQF 9) - University of New England
2002 - Graduate Certificate in Management - Graduate Certificate (AQF 8) - Queensland University of Technology
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2023 - FPC001B - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - 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.