SAMUEL TAYLOR
Financial Adviser · Parkside, SA
📚 Qualifications & Training
2011 - Bachelor of Commerce (Corporate Finance) - Bachelor Degree (AQF 7) - The University of Adelaide
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2014 - Securities and Managed Investments - Other - Kaplan Professional Education
2019 - Margin Lending - Other - Kaplan Professional Education
2020 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2020 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.