JAKE MATHEW TAYLOR
Financial Adviser · Toorak, VIC
📚 Qualifications & Training
2009 - Bachelor of Commerce (Finance and Financial Planning) - - Deakin University
2014 - Graduate Diploma of Financial Planning - - Kaplan
2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2018 - Self Managed Superannuation - - Terra Cordis
2022 - Margin Lending Specialist - Other - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.