David Ross Taylor
Financial Adviser in Botanic Ridge, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000436745
- Location
- Botanic Ridge VIC 3977
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 21 December 2020
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2010)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation authorisation excludes Self-Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About David Ross Taylor
On the Financial Advisers Register kept by ASIC, David Ross Taylor appears as a current financial adviser in Botanic Ridge, Victoria, adviser number 000436745.
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. That authorisation dates from 21 December 2020.
The register records 2011 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2010). David is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
David is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation authorisation excludes Self-Managed Superannuation Funds.”
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Questions people ask
Is David Ross Taylor a registered financial adviser?
Yes. David Ross Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000436745.
Which licensee does David Ross Taylor work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can David Ross Taylor give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation authorisation excludes Self-Managed Superannuation Funds."