DANA TAYLOR
Financial Adviser · Southport, QLD
📚 Qualifications & Training
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Insitute
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Insitute
2022 - Bachelors of Commerce - Bachelor Honours Degree (AQF 8) - University of New England
2022 - Cert 4 Finance and Mortgage Broking - Certificate (AQF 1-4) - New South Wales Department of Education
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.