CURTIS MARIO TAYLOR
Financial Adviser Β· Devonport, TAS
π Qualifications & Training
1985 - BA/Llb - - University of Tasmania
1985 - DipSiA - - Securities Institute of Australia
1991 - Dip FP - - FPA
1994 - CFP - - FPA
2006 - GAICD - - Australian Institute of Company Directors
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
βΉοΈ 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.