Financial Adviser
· KENT TOWN, SA · Claimed profile
Jacie Nicole Taylor
No disciplinary history on record with ASIC
KENT TOWN,
SA
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251318
Currently at
Kent Town, SA (firm address)
About Jacie Nicole Taylor
Periapt Advisory is a not-for-profit company, providing independent financial advice - unique in Australia. We help people at all levels of wealth.
Jacie is an SMSF Specialist Advisor and Aged Care specialist, able to assist with investments, tax planning, life insurance, superannuation and retirement funding, social security, guidance on estate planning, and more.
Profile content supplied by the adviser.
Specialisations
Retirement planning
Superannuation
SMSF
Insurance
Investment advice
Estate planning
Tax strategies
Aged care
Business succession
Debt management
Centrelink / Government benefits
Expat / international advice
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Arts
University of Adelaide
2016
Graduate Diploma of Financial Planning
Charles Sturt University
2017
Master of Applied Finance (Financial Planning)
Charles Sturt University
2019
Accredited Aged Care Professional Program
Aged Care Steps
2020
SMSF Specialist Advisor Accreditation Program
SMSF Association
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register