GEOFFREY MARTYN TAYLOR
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
1985 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
1990 - Bachelor of Science (Information Systems) - Bachelor Degree (AQF 7) - University of New South Wales
2003 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2004 - Master of Business Administration (Executive) - Masters Degree (AQF 9) - University of New South Wales
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - CPA Australia
2020 - Master of International Taxation - Masters Degree (AQF 9) - University of Sydney
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association Australia (FAAA)
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2024 - SMSF Specialist Advisor - Professional Designations - SMSF Association
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.