DEREK TAYLOR
Financial Adviser · Katoomba, NSW
📚 Qualifications & Training
2002 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA)
2002 - Diploma of Financial Planning - - Deakin University
2008 - Self Managed Superannuation Fund Adviser Education Program - - Financial Essentials
2011 - ASX Listed Products Accreditation - - LPAC
🏢 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.