David Ronald Taylor
Financial Adviser in Canterbury, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241961
- Location
- Canterbury VIC 3126
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 17 November 2021
- First provided advice
- 2002
- Qualifications
- Foundation Diploma of Financial Planning, Financial Planning Association of Australia (2002)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About David Ronald Taylor
David Ronald Taylor is a financial adviser in Canterbury, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000241961.
The licensee David advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 17 November 2021.
According to the register, David first provided financial advice in 2002. Qualifications and training on file include Foundation Diploma of Financial Planning (Financial Planning Association of Australia, 2002). David is recorded as a member of Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 David Ronald Taylor a registered financial adviser?
Yes. David Ronald Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241961.
Which licensee does David Ronald Taylor work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can David Ronald Taylor give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.