Financial Adviser
· MELBOURNE, VIC
James Leon Mitchell Taylor
No disciplinary history on record with ASIC
MELBOURNE,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294431
About James Leon Mitchell Taylor
James Leon Mitchell Taylor is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. James is currently authorised under Assetplan Financial Services. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Business from RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: No
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Business
RMIT
2020
Business Law
Curtin University
2020
Introduction to Australian Tax Law
Curtin University
Registration History
Source: ASIC Financial Advisers Register