TAYLOR LEE WARD
Financial Adviser · Deakin West, ACT
📚 Qualifications & Training
2014 - Bachelor of Finance - Bachelor Degree (AQF 7) - Australian National University
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2020 - SuperConcepts Specialist SMSF Course - Other - University of Adelaide
2021 - FPE011 Debt Strategies - Other - Kaplan Higher Education Pty Limited
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
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.