Graeme Leslie Taylor – Financial Adviser

Adviser identifying number: 260955
Status: Current
Adviser’s ABN: 51194910699
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: FORREST PRIVATE WEALTH MANAGEMENT PTY LTD
Licence number: 492712
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORREST PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 1251250
Authorised Representative’s ABN: 12615181881

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:

• Associateship in Commerce – West Australian Institute of Technology
• Associateship in Commerce – West Australian Institute of Technology
• Diploma of Accounting – Perth TAFE
• Diploma of Accounting – Perth TAFE

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• Governance Institute Of Australia
• Governance Institute Of Australia
• Mortgage and Finance Association of Australia (MFAA)
• Mortgage and Finance Association of Australia (MFAA)

Graeme Leslie 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
• Superannuation