Jacie Nicole Taylor
Financial Adviser in Kent Town, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001251318
- Location
- Kent Town SA 5067
- Licensee
- Periapt Advisory Pty Ltd (AFSL 542418)
- Authorised since
- 13 October 2022
- First provided advice
- 2017
- Qualifications
- Bachelor of Arts, University of Adelaide (2003); Graduate Diploma of Financial Planning, Charles Sturt University (2016); Master of Applied Finance (Financial Planning), Charles Sturt University (2017); Accredited Aged Care Professional Program, Aged Care Steps (2019); SMSF Specialist Advisor Accreditation Program, SMSF Association (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Certified Independent Financial Advisers Association; Profession of Independent Financial Advisers (PIFA); 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 Jacie Nicole Taylor
Jacie Nicole Taylor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kent Town, South Australia (adviser number 001251318).
The licensee Jacie advises under is Periapt Advisory Pty Ltd (AFS licence 542418). The current authorisation started on 13 October 2022.
The register records 2017 as the year Jacie first provided financial advice. The qualifications listed for Jacie include Bachelor of Arts (University of Adelaide, 2003), Graduate Diploma of Financial Planning (Charles Sturt University, 2016) and Master of Applied Finance (Financial Planning) (Charles Sturt University, 2017). Professional memberships recorded: Certified Independent Financial Advisers Association, Profession of Independent Financial Advisers (PIFA) and SMSF Association.
Jacie 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 Jacie Nicole Taylor a registered financial adviser?
Yes. Jacie Nicole Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001251318.
Which licensee does Jacie Nicole Taylor work under?
Periapt Advisory Pty Ltd, Australian financial services licence 542418.
What can Jacie Nicole 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.