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), Masters Degree (AQF 9), Charles Sturt University
2019, Accredited Aged Care Professional Program, Other, Aged Care Steps
2020, SMSF Specialist Advisor Accreditation Program, Other, SMSF Association
2025, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional

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 ».