Colin James Taylor
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235897
- Location
- Melbourne VIC 3000
- Licensee
- Assetplan Financial Services Pty Ltd (AFSL 229613)
- Authorised since
- 2 September 2003
- First provided advice
- 1987
- Qualifications
- Diploma of Financial Planning, RMIT (1995); Certified Financial Planner, FPA (1996)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); 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 Colin James Taylor
On the Financial Advisers Register kept by ASIC, Colin James Taylor appears as a current financial adviser in Melbourne, Victoria, adviser number 000235897.
Colin provides advice as an authorised representative of Assetplan Financial Services Pty Ltd, which holds Australian financial services licence 229613. The current authorisation started on 2 September 2003.
The register records 1987 as the year Colin first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (RMIT, 1995) and Certified Financial Planner (FPA, 1996). Colin is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP) and 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.
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Questions people ask
Is Colin James Taylor a registered financial adviser?
Yes. Colin James Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235897.
Which licensee does Colin James Taylor work under?
Assetplan Financial Services Pty Ltd, Australian financial services licence 229613.
What can Colin 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.