Curtis Taylor Financial Planner Report

Name:
Curtis Mario Taylor

Rep Number:
000451384

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2016-12-22 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Synectic Wealth Pty Ltd

Licence Number:
001250871

May advise on following product areas:
Derivatives
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
University of Tasmania
BA/Llb
FPA
CFP
FPA
Dip FP
Securities Institute of Australia
DipSiA
Australian Institute of Company Directors
GAICD

Memberships
Financial Planning Association of Australia (FPA)