Jake Mathew Taylor
Financial Adviser in Toorak, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001251586
- Location
- Toorak VIC 3142
- Licensee
- Spark Advisors Australia Pty Ltd (AFSL 380552)
- Authorised since
- 24 March 2023
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Finance and Financial Planning), Deakin University (2009); Graduate Diploma of Financial Planning, Kaplan (2014); Master of Financial Planning, Kaplan Professional (2016); Self Managed Superannuation, Terra Cordis (2018); Margin Lending Specialist, Kaplan (2022); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jake Mathew Taylor
Jake Mathew Taylor is a financial adviser in Toorak, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001251586.
The licensee Jake advises under is Spark Advisors Australia Pty Ltd (AFS licence 380552). That authorisation dates from 24 March 2023.
According to the register, Jake first provided financial advice in 2017. Qualifications and training on file include Bachelor of Commerce (Finance and Financial Planning) (Deakin University, 2009), Graduate Diploma of Financial Planning (Kaplan, 2014) and Master of Financial Planning (Kaplan Professional, 2016). Jake is recorded as a member of Financial Advice Association of Australia (FAAA).
Jake is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Jake Mathew Taylor a registered financial adviser?
Yes. Jake Mathew Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001251586.
Which licensee does Jake Mathew Taylor work under?
Spark Advisors Australia Pty Ltd, Australian financial services licence 380552.
What can Jake Mathew 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; standard margin lending.