Taylor Lee Ward
Financial Adviser in Deakin West, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266701
- Location
- Deakin West ACT 2600
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 9 August 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Finance, Australian National University (2014); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); SuperConcepts Specialist SMSF Course, University of Adelaide (2020); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2021); Master of Financial Planning, Griffith University (2023)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Taylor Lee Ward
Taylor Lee Ward is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Deakin West, Australian Capital Territory (adviser number 001266701).
Taylor provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 9 August 2018.
According to the register, Taylor first provided financial advice in 2018. Qualifications and training on file include Bachelor of Finance (Australian National University, 2014), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2017) and SuperConcepts Specialist SMSF Course (University of Adelaide, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Taylor Lee Ward a registered financial adviser?
Yes. Taylor Lee Ward is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266701.
Which licensee does Taylor Lee Ward work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Taylor Lee Ward 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."