Financial Adviser
· SOUTHPORT, QLD
Dana Taylor
No disciplinary history on record with ASIC
SOUTHPORT,
QLD
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304394
About Dana Taylor
Dana Taylor is a financial adviser based in Southport, Queensland, with 2 years of experience in the financial services industry since 2024. Dana is currently authorised under Oakview Financial. Dana holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dana's qualifications include a Bachelors of Commerce from University of New England.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Monarch Insitute
2019
Advanced Diploma of Financial Planning
Monarch Insitute
2022
Bachelors of Commerce
University of New England
2022
Cert 4 Finance and Mortgage Broking
New South Wales Department of Education