Andrew James Taylor
Financial Adviser in The Junction, New South Wales, Australia
Review Andrew James Taylor
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000466165
- Location
- The Junction NSW 2291
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 21 July 2025
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, University of Newcastle (1993); Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2003); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2008); Provide Advice in Margin Lending, MLC (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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 Andrew James Taylor
On the Financial Advisers Register kept by ASIC, Andrew James Taylor appears as a current financial adviser in The Junction, New South Wales, adviser number 000466165.
Andrew provides advice as an authorised representative of Paragem Pty Limited, which holds Australian financial services licence 297276. The current authorisation started on 21 July 2025.
According to the register, Andrew first provided financial advice in 1999. The qualifications listed for Andrew include Bachelor of Commerce (University of Newcastle, 1993), Advanced Diploma of Financial Services (Financial Planning) (ThreeSixty, 2003) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2008). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Andrew James Taylor here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Andrew James Taylor a registered financial adviser?
Yes. Andrew James Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000466165.
Which licensee does Andrew James Taylor work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Andrew James 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.