Jacie Taylor

Financial Adviser

ASIC adviser number:

001251318

Qualifications and training:

2003, Bachelor of Arts, , University of Adelaide
2016, Graduate Diploma of Financial Planning, , Charles Sturt University
2017, Master of Applied Finance (Financial Planning), , Charles Sturt University
2019, Accredited Aged Care Professional Program, Other, Aged Care Steps
2020, SMSF Specialist Advisor Accreditation Program, Other, SMSF Association

When adviser first provided advice:

2017

Membership of professional associations:

Certified Independent Financial Advisers Association
Profession of Independent Financial Advisers (PIFA)
SMSF Association

Disciplinary action by ASIC:

None

Location:

3 68 North Tce
Kent Town SA 5067

AFS licence holder name:

Periapt Advisory Pty Ltd

AFS licence number:

000542418

Licence controlled by:

Jacie Taylor

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