James Ian Taylor – Financial Adviser
Adviser identifying number: 1006045
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: CHOICE FINANCIAL ADVISORS PTY LTD
Licence number: 324987
Licensee’s ABN: 83086835832
Licence controlled by:
The date the Financial Adviser commenced the appointment: 13/06/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHOICE FINANCIAL ADVISORS PTY LTD
Authorised Representative identifying number: 324987
Authorised Representative’s ABN: 83086835832
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:
- B.Business – RMIT
- Certified Financial Planner – The Financial Planning Association of Australia
- GradDip Financial Planning – FINSIA
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
James Ian 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