Curtis Mario Taylor – Financial Adviser

Adviser identifying number: 451384
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 22/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNECTIC WEALTH PTY LTD
Authorised Representative identifying number: 1250871
Authorised Representative’s ABN:

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:

• BA/Llb – University of Tasmania
• BA/Llb – University of Tasmania
• CFP – FPA
• CFP – FPA
• Dip FP – FPA
• Dip FP – FPA
• DipSiA – Securities Institute of Australia
• DipSiA – Securities Institute of Australia
• GAICD – Australian Institute of Company Directors
• GAICD – Australian Institute of Company Directors

Relevant memberships of professional bodies or industry associations:

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

Curtis Mario Taylor is authorised to provide advices on following 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