Anne Taylor Financial Planner Report

Name:
Anne Margaret Taylor

Rep Number:
001241467

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-05-02 onwards

Licensee
Name:

Number:
000224543

ABN:
55 094 972 540

Controlled By:

Appointed By
Name:
Summation Strategies Pty Ltd

Licence Number:
001241466

ABN:
86 607 846 097

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
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
Royal Melbourne Institute of Technology
Bachelor of Business (Financial Planning) with Distinction
Traineeship Management Australia Pty Ltd
Diploma of Financial Services (Financial Planning)