Miles Paul Tauber
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235714
- Location
- Sydney NSW 2000
- Licensee
- Walker Lane Pty Ltd (AFSL 509305)
- Authorised since
- 29 August 2024
- First provided advice
- 2000
- Qualifications
- Margin Lending & Geared Investments, Kaplan (2011); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Advanced Diploma of Financial Planning, Mentor Education (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020); Accredited Listed Product Adviser Program, Kaplan (2021)
- 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 Miles Paul Tauber
Miles Paul Tauber is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000235714.
Advice is given under the Australian financial services licence of Walker Lane Pty Ltd, licence number 509305. The current authorisation started on 29 August 2024.
The register records 2000 as the year Miles first provided financial advice. The qualifications listed for Miles include Margin Lending & Geared Investments (Kaplan, 2011), Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2012) and Advanced Diploma of Financial Planning (Mentor Education, 2016).
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 Miles Paul Tauber a registered financial adviser?
Yes. Miles Paul Tauber is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235714.
Which licensee does Miles Paul Tauber work under?
Walker Lane Pty Ltd, Australian financial services licence 509305.
What can Miles Paul Tauber 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.