Financial Adviser
· CANTERBURY, VIC
David Ronald Taylor
No disciplinary history on record with ASIC
CANTERBURY,
VIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241961
Practice
Canterbury, VIC (practice address on ASIC register)
Licensed through Alliance Wealth
About David Ronald Taylor
David Ronald Taylor is a financial adviser based in Canterbury, Victoria, with 24 years of experience in the financial services industry since 2002. David works at Live Well Financial Planning, which is licensed through Alliance Wealth. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David holds a Foundation Diploma of Financial Planning from Financial Planning Association of Australia. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Foundation Diploma of Financial Planning
Financial Planning Association of Australia
Registration History
FINCHOICE PTY LTD
Not authorised to provide advice on Self Managed Superannuation Funds
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register