JONATHAN WILLIAM TAYLOR
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
2004 - Bachelor of Business - - Edith Cowan University
2007 - Graduate Diploma Chartered Accounting - - Institute of Chartered Accountants Australia
2010 - Diploma Financial Services Financial Planning - - Kaplan
2018 - Applied Finance - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.