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Graham Taylor

Financial Adviser

Touchpoint Financial Pty Ltd
Caringbah, NSW 2229

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About

Graham Taylor is an ASIC-registered financial adviser dedicated to helping clients in CARINGBAH, NSW, and beyond achieve their financial goals. With a Bachelor of Business from the University of Technology Sydney (UTS) obtained in 2005, Graham combines academic knowledge with practical experience to deliver tailored financial solutions. As a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA), Graham adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and investments, ensuring holistic and well-rounded strategies for his clients. Graham can help you with: • Superannuation advice • Insurance solutions (Investment Life Insurance, Life Risk Insurance) • Wealth management strategies • Retirement planning • Securities and Government Debt Securities • Retirement Savings Accounts Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's future, Graham is committed to providing expert guidance and personalized service. Contact Graham today to schedule a consultation and take the first step towards a brighter financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Superannuation strategies Risk management Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000535781

Verify on ASIC Register

Authorised Representative Number

000317359

Verify on MoneySmart Register

Frequently Asked Questions

What services does Graham Taylor provide?

Graham Taylor offers a comprehensive suite of financial services, including superannuation advice, insurance solutions (Investment Life Insurance, Life Risk Insurance), wealth management strategies, retirement planning, and advice on securities and Government Debt Securities. He also provides guidance on Retirement Savings Accounts.

What qualifications does Graham Taylor have?

Graham Taylor holds a Bachelor of Business from the University of Technology Sydney (UTS) and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA).

How does Graham Taylor approach financial planning?

Graham Taylor takes a personalized approach to financial planning, tailoring strategies to each client's unique circumstances and goals. He focuses on building long-term relationships based on trust and transparency.

What can I expect during my first consultation with Graham?

During your initial consultation, Graham will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide an overview of how he can help you achieve your objectives and answer any questions you may have.

Why should I choose Graham Taylor as my financial adviser?

Graham Taylor is a highly qualified and experienced financial adviser who is committed to providing expert guidance and personalized service. As a CFP and member of the FAAA, he adheres to the highest ethical and professional standards, ensuring that your best interests are always his top priority.

Get in Touch

Contact Graham directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.