Mark Taylor
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000462817
- Location
- Adelaide SA 5000
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 21 March 2022
- First provided advice
- 1995
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (FPA) (2002); Self Managed Superannuation Funds, Mentor (2015)
- Memberships
- CA - Chartered Accountants; CFP - Certified Financial Planner (FPA); 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
- Restriction
- Not authorised to provide advice on Margin Lending.
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Taylor
Mark Taylor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 000462817).
Advice is given under the Australian financial services licence of Fiducian Financial Services Pty Ltd, licence number 231103. The current authorisation started on 21 March 2022.
According to the register, Mark first provided financial advice in 1995. The qualifications listed for Mark include Diploma of Financial Planning (Financial Planning Association (FPA), 2002) and Self Managed Superannuation Funds (Mentor, 2015). Mark is recorded as a member of CA – Chartered Accountants, CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Mark 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.
A further restriction is recorded on the register: “Not authorised to provide advice on Margin Lending.”
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Questions people ask
Is Mark Taylor a registered financial adviser?
Yes. Mark Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000462817.
Which licensee does Mark Taylor work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Mark 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. It also records this restriction: "Not authorised to provide advice on Margin Lending."