Allan Taylor

Financial Adviser

ASIC adviser number:

000305596

Qualifications and training:

2009, Self Managed Superannuation Funds, , Kaplan Professional
2012, Estate Planning, , Kaplan Professional
2015, Aged Care Steps, , Accredited Aged Care Professional
2022, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Professional
2024, Chartered Retirement Planning Counsellor, Certificate (AQF 1-4), Kaplan

When adviser first provided advice:

2006

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

1 89-92 South Terrace Tce
Adelaide SA 5000

AFS licence holder name:

Lionsgate Financial Group Pty. Ltd.

AFS licence number:

000342766

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».