Sean Adam Taylor
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003983
- Location
- Wollongong NSW 2500
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 10 January 2022
- First provided advice
- 2014
- Qualifications
- LAW100 Law in Society, University of Wollongong (1998); Bachelor of Commerce (Economics and Marketing), University of Wollongong (2002); Graduate Certificate in Financial Planning, Charles Sturt University (2012); Tax for Financial Advising, Kaplan Education Pty Ltd (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts, standard margin lending
- Restriction
- Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sean Adam Taylor
Sean Adam Taylor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wollongong, New South Wales (adviser number 001003983).
The licensee Sean advises under is Bridges Financial Services Pty Limited (AFS licence 240837). That authorisation dates from 10 January 2022.
The register records 2014 as the year Sean first provided financial advice. The qualifications listed for Sean include LAW100 Law in Society (University of Wollongong, 1998), Bachelor of Commerce (Economics and Marketing) (University of Wollongong, 2002) and Graduate Certificate in Financial Planning (Charles Sturt University, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.”
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Questions people ask
Is Sean Adam Taylor a registered financial adviser?
Yes. Sean Adam Taylor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003983.
Which licensee does Sean Adam Taylor work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Sean Adam Taylor give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts; standard margin lending. It also records this restriction: "Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only."