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