Jake Mathew Taylor – Financial Adviser

Adviser identifying number: 1251586
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Licence number: 238282
Licensee’s ABN: 22009176354
Licence controlled by: BIRDS HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Authorised Representative identifying number: 238282
Authorised Representative’s ABN: 22009176354

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce (Finance and Financial Planning) – Deakin University
• Certificate III Frontline Management – National Workplace Training
• Graduate Diploma of Financial Planning – Kaplan
• Masters of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

Jake Mathew Taylor is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation