James Ian Taylor
Financial Adviser in South Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006045
- Location
- South Melbourne VIC 3205
- Licensee
- Choice Financial Advisors Pty Ltd (AFSL 324987)
- Authorised since
- 13 June 2008
- First provided advice
- 2000
- Qualifications
- B.Business, RMIT (1998); GradDip Financial Planning, FINSIA (2003); Certified Financial Planner, The Financial Planning Association of Australia (2004)
- 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 James Ian Taylor
James Ian Taylor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Melbourne, Victoria (adviser number 001006045).
James provides advice as an authorised representative of Choice Financial Advisors Pty Ltd, which holds Australian financial services licence 324987. The current authorisation started on 13 June 2008.
According to the register, James first provided financial advice in 2000. Qualifications and training on file include B.Business (RMIT, 1998), GradDip Financial Planning (FINSIA, 2003) and Certified Financial Planner (The Financial Planning Association of Australia, 2004).
The authorisation covers advice 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 James Ian Taylor a registered financial adviser?
Yes. James Ian Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006045.
Which licensee does James Ian Taylor work under?
Choice Financial Advisors Pty Ltd, Australian financial services licence 324987.
What can James Ian 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.