Jonathan William Taylor – Financial Adviser
Adviser identifying number: 362881
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: AAA PRIVATE WEALTH ADVISORS PTY LTD
Licence number: 304366
Licensee’s ABN: 19121081810
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/06/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AAA PRIVATE WEALTH ADVISORS PTY LTD
Authorised Representative identifying number: 304366
Authorised Representative’s ABN: 19121081810
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:
- Bachelor of Business – Edith Cowan University
- Diploma Financial Services Financial Planning – Kaplan
- Graduate Diploma Chartered Accounting – Institute of Chartered Accountants Australia
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Jonathan William 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