Michael David Taylor – Financial Adviser

Adviser identifying number: 255799
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PARETO GROUP PTY LTD
Licence number: 418700
Licensee’s ABN: 11155278078
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LAKESIDE FINANCIAL PTY LTD
Authorised Representative identifying number: 416882
Authorised Representative’s ABN:

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 (Accounting) – RMIT
• CFP – FPA
• Diploma of Financial Planning – RMIT

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Michael David Taylor is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation