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