COLIN JAMES TAYLOR

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000235897

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1987

Registration Date

02/09/2003

Financial Services Licensee

ASSETPLAN FINANCIAL SERVICES PTY LTD

Licence #000229613

📚 Qualifications & Training

1995 - Diploma of Financial Planning - Diploma (AQF 5) - RMIT
1996 - Certified Financial Planner - Professional Designations - FPA

🏢 Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)
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.