Derek Taylor
Financial Adviser in Penrith, New South Wales, Australia
Review Derek 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 number000309371
- Location
- Penrith NSW 2750
- Licensee
- Integrity Wealth Solutions Pty Ltd (AFSL 533207)
- Authorised since
- 29 November 2021
- First provided advice
- 1998
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association (FPA) (2002); Diploma of Financial Planning, Deakin University (2002); Self Managed Superannuation Fund Adviser Education Program, Financial Essentials (2008); ASX Listed Products Accreditation, LPAC (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Derek Taylor
On the Financial Advisers Register kept by ASIC, Derek Taylor appears as a current financial adviser in Penrith, New South Wales, adviser number 000309371.
Advice is given under the Australian financial services licence of Integrity Wealth Solutions Pty Ltd, licence number 533207. The current authorisation started on 29 November 2021.
According to the register, Derek first provided financial advice in 1998. Qualifications and training on file include Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2002), Diploma of Financial Planning (Deakin University, 2002) and Self Managed Superannuation Fund Adviser Education Program (Financial Essentials, 2008). Derek is recorded as a member of Financial Advice Association of Australia (FAAA).
Derek is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Derek Taylor here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Derek Taylor a registered financial adviser?
Yes. Derek Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309371.
Which licensee does Derek Taylor work under?
Integrity Wealth Solutions Pty Ltd, Australian financial services licence 533207.
What can Derek Taylor give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts.