Colin Taylor Financial Planner Report

Name:
Colin James Taylor

Rep Number:
000235897

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2003-09-02 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000229613

ABN:
80 092 195 572

Controlled By:

Appointed By
Name:
Assetplan Financial Services Pty Ltd

Licence Number:
000229613

ABN:
80 092 195 572

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner Certification
RMIT
Diploma of Financial Planning

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)