Financial Adviser · STAFFORD, QLD

Mark Robert Taylor

STAFFORD, QLD

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242607

Currently at

Bricks And Mortar Private Wealth

Melbourne, VIC (firm address)

View firm profile

About Mark Robert Taylor

Mark Robert Taylor is a financial adviser based in Stafford, Queensland, with 21 years of experience in the financial services industry since 2005. Mark is currently authorised under Interprac Financial Planning, operating through Bricks And Mortar Private Wealth. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Mark is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1988

Bachelor of Business (Management)

Queensland University Technology

1999

Certified Financial Planner (CFP)

Financial Planning Association (FPA)

1999

Post Graduate Diploma in Management

Macquarie University

2001

Diploma of Financial Planning

Financial Planning Association (FPA)

2025

SuperConcepts Specialist SMSF Course

The University of Adelaide

Registration History

Interprac Financial Planning Pty Ltd

Mar 2023 - Present Current

My Fortress Pty Ltd

May 2022 - Dec 2022 Ceased

A.C.N. 603 037 510 PTY LTD

Aug 2020 - Mar 2022 Ceased

GWM ADVISER SERVICES PTY LTD

Jan 2005 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register