BENJAMIN JOHN TAYLOR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2010 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME
2017 - Advanced Diploma of Financial Planning - - KAPLAN Professional
2021 - Financial Advisers Exam - Other - FASEA Standards Authority
🏢 Professional Memberships
Australian Institute of Company Directors
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.