Aimee Caitlin Taylor
Financial Adviser in Beaumaris, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000472108
- Location
- Beaumaris VIC 3193
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 8 April 2024
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Mentor Education (2014); Advanced Diploma of Financial Planning, Integrity Education Group (2016); Margin Lending, Integrity Education Group (2016); Self Managed Superannuation Funds, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025); [2025/26] Accredited Listed Product Adviser (ALPA), Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Aimee Caitlin Taylor
Aimee Caitlin Taylor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Beaumaris, Victoria (adviser number 000472108).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 8 April 2024.
The register records 2014 as the year Aimee first provided financial advice. The qualifications listed for Aimee include Diploma of Financial Planning (Mentor Education, 2014), Advanced Diploma of Financial Planning (Integrity Education Group, 2016) and Margin Lending (Integrity Education Group, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Aimee Caitlin Taylor a registered financial adviser?
Yes. Aimee Caitlin Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000472108.
Which licensee does Aimee Caitlin Taylor work under?
Count Financial Limited, Australian financial services licence 227232.
What can Aimee Caitlin Taylor give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.