Jonathan William Taylor
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000362881
- Location
- Osborne Park WA 6017
- Licensee
- AAA Private Wealth Advisors Pty Ltd (AFSL 304366)
- Authorised since
- 18 June 2010
- First provided advice
- 2010
- Qualifications
- Bachelor of Business, Edith Cowan University (2004); Graduate Diploma Chartered Accounting, Institute of Chartered Accountants Australia (2007); Diploma Financial Services Financial Planning, Kaplan (2010); Applied Finance, Kaplan (2018)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Jonathan William Taylor
On the Financial Advisers Register kept by ASIC, Jonathan William Taylor appears as a current financial adviser in Osborne Park, Western Australia, adviser number 000362881.
The licensee Jonathan advises under is AAA Private Wealth Advisors Pty Ltd (AFS licence 304366). The current authorisation started on 18 June 2010.
According to the register, Jonathan first provided financial advice in 2010. The qualifications listed for Jonathan include Bachelor of Business (Edith Cowan University, 2004), Graduate Diploma Chartered Accounting (Institute of Chartered Accountants Australia, 2007) and Diploma Financial Services Financial Planning (Kaplan, 2010). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice 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 Jonathan William Taylor a registered financial adviser?
Yes. Jonathan William Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000362881.
Which licensee does Jonathan William Taylor work under?
AAA Private Wealth Advisors Pty Ltd, Australian financial services licence 304366.
What can Jonathan William 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.