Richard Taylor – Financial Adviser

Adviser identifying number: 1005656
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: EP FINANCIAL SERVICES PTY LTD
Licence number: 325252
Licensee’s ABN: 52130772495
Licence controlled by: ELSTON GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EP FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 325252
Authorised Representative’s ABN: 52130772495

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 Commerce – Australian National University
• Certified Financial Planner – Financial Planning Association
• Chartered Accountant – Institute of Chartered Accountants Australia
• Graduate Diploma in Applied Finance & Investment – FINSIA
• Graduate Diploma of Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations:

• “Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• ?

Richard Taylor is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility