Allan Taylor
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305596
- Location
- Adelaide SA 5000
- Licensee
- Lionsgate Financial Group Pty. Ltd. (AFSL 342766)
- Authorised since
- 27 June 2016
- First provided advice
- 2006
- Qualifications
- Self Managed Superannuation Funds, Kaplan Professional (2009); Estate Planning, Kaplan Professional (2012); Aged Care Steps, Accredited Aged Care Professional (2015); Graduate Diploma of Financial Planning, Kaplan Professional (2022); Chartered Retirement Planning Counsellor, Kaplan (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Allan Taylor
Allan Taylor is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000305596.
Allan provides advice as an authorised representative of Lionsgate Financial Group Pty. Ltd., which holds Australian financial services licence 342766. That authorisation dates from 27 June 2016.
According to the register, Allan first provided financial advice in 2006. The qualifications listed for Allan include Self Managed Superannuation Funds (Kaplan Professional, 2009), Estate Planning (Kaplan Professional, 2012) and Aged Care Steps (Accredited Aged Care Professional, 2015). Allan is recorded as a member of Financial Advice Association of Australia (FAAA).
Allan is authorised to advise 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 Allan Taylor a registered financial adviser?
Yes. Allan Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305596.
Which licensee does Allan Taylor work under?
Lionsgate Financial Group Pty. Ltd., Australian financial services licence 342766.
What can Allan 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.