Matthew Taylor – Financial Adviser
Adviser identifying number: 1001804
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: FINDEX ADVICE SERVICES PTY LTD
Licence number: 243253
Licensee’s ABN: 88090684521
Licence controlled by: FINDEX GROUP LIMITED
The date the Financial Adviser commenced the appointment: 10/12/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINDEX ADVICE SERVICES PTY LTD
Authorised Representative identifying number: 243253
Authorised Representative’s ABN: 88090684521
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:
- Advanced Diploma Financial Services (Financial Planning) – Kaplan
- CFP – FPA
- Diploma of Financial Services (Financial Planning) – ThreeSixty
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Matthew 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Old Law Securities Options Contracts and Warrants Securities