SCOTT JAMES TAYLOR

Financial Adviser ยท West Leederville, WA

Registered

Registration Number

001266590

Registration Status

Registered

Location

West Leederville, WA 6007

Providing Advice Since

2018

Registration Date

13/05/2022

Financial Services Licensee

HAVANA FINANCIAL SERVICES PTY LTD

Licence #000500435

๐Ÿ“š Qualifications & Training

2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Margin Lending and Geared Investments - - Kaplan
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Commercial Law - Other - Kaplan Professional
2018 - DFP5v3 Tax for Financial Advising - Other - Kaplan Professional
2018 - SMSF - Other - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.