Financial Adviser · BOTANIC RIDGE, VIC

David Ross Taylor

BOTANIC RIDGE, VIC

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000436745

Currently at

Synchron Advice

Sydney, NSW (firm address)

View firm profile

About David Ross Taylor

David Ross Taylor is a financial adviser based in Botanic Ridge, Victoria, with 15 years of experience in the financial services industry since 2011. David is currently authorised under Synchron Advice. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Mentor Education. David is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

Authorised to Advise On

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

Restrictions: Superannuation authorisation excludes Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Mentor Education

2010

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education

Registration History

Synchron Advice Pty Ltd

Dec 2020 - Present Current

Superannuation authorisation excludes Self-Managed Superannuation Funds

Akumin Financial Planning Pty Limited

Mar 2013 - Dec 2020 Ceased

Paragem Pty Limited

Dec 2011 - Feb 2013 Ceased

Hillross Financial Services Limited

Jun 2011 - Jan 2012 Ceased

Arete Risk & Insurance Partners Pty Ltd

May 2006 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register