Geoffrey Martyn Taylor
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000317206
- Location
- Chatswood NSW 2067
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 17 November 2023
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of Newcastle (1985); Bachelor of Science (Information Systems), University of New South Wales (1990); Certified Practicing Accountant (CPA), CPA Australia (2003); Master of Business Administration (Executive), University of New South Wales (2004); Diploma of Financial Services (Financial Planning), CPA Australia (2008); Master of International Taxation, University of Sydney (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021); 5 Unit CFP Certification Program, Financial Advice Association Australia (FAAA) (2022); Accredited Listed Product Adviser Program, Kaplan Professional (2023); SMSF Specialist Advisor, SMSF Association (2024)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Geoffrey Martyn Taylor
On the Financial Advisers Register kept by ASIC, Geoffrey Martyn Taylor appears as a current financial adviser in Chatswood, New South Wales, adviser number 000317206.
The licensee Geoffrey advises under is Paragem Pty Limited (AFS licence 297276). That authorisation dates from 17 November 2023.
The register records 2007 as the year Geoffrey first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 1985), Bachelor of Science (Information Systems) (University of New South Wales, 1990) and Certified Practicing Accountant (CPA) (CPA Australia, 2003). Geoffrey is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Geoffrey is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Geoffrey Martyn Taylor a registered financial adviser?
Yes. Geoffrey Martyn Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000317206.
Which licensee does Geoffrey Martyn Taylor work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Geoffrey Martyn 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.