Allan Taylor – Financial Adviser

Adviser identifying number: 305596
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: LIONSGATE FINANCIAL GROUP PTY. LTD.
Licence number: 342766
Licensee’s ABN: 92140591484
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIONSGATE FINANCIAL GROUP PTY. LTD.
Authorised Representative identifying number: 342766
Authorised Representative’s ABN: 92140591484

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:

• Aged Care Steps – Accredited Aged Care Professional
• Diploma of Financial Services (Financial Planning) – FINSIA
• Estate Planning – Kaplan Professional
• Self Managed Superannuation Funds – Kaplan Professional
• Taxation Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• FINSIA
• Financial Planning Association of Australia (FPA)
• SMSF Association

Allan 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
• Margin Lending Facility / Standard Margin Lending Facility