Roger Taylor
Financial Adviser
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About
Roger Taylor is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping individuals and families achieve their financial goals. With a solid foundation built upon an Associate Diploma of Business (Marketing) and a Diploma of Financial Planning, Roger combines academic knowledge with practical skills gained through extensive industry training. His qualifications include Tier 1 Margin Lending, Ethics and Professional Relationships training, and ongoing professional development through Kaplan Professional, covering economic and legal contexts, insurance advice, client engagement, superannuation, retirement advice, estate planning, investment advice and taxation. Roger is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He is committed to providing tailored solutions that align with each client's unique circumstances and aspirations. Key services offered include: • Superannuation Advice • Wealth Management • Investment Advice • Retirement Planning • Estate Planning Roger’s client-centric approach ensures that every recommendation is made with the client’s best interests at heart. Whether you're planning for retirement, seeking to grow your wealth, or navigating the complexities of superannuation, Roger Taylor is here to provide expert guidance and support. Contact Roger today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice can Roger Taylor provide?
Roger Taylor is authorized to provide advice on superannuation, wealth management, securities, and government debt securities. He can assist with retirement planning, investment strategies, and overall financial well-being.
What qualifications does Roger Taylor have?
Roger holds an Associate Diploma of Business (Marketing) and a Diploma of Financial Planning. He has also completed Tier 1 Margin Lending, Ethics and Professional Relationships training, and ongoing professional development through Kaplan Professional covering various financial planning areas.
What is Roger Taylor's approach to financial planning?
Roger takes a client-centric approach, tailoring financial solutions to meet each client's unique needs and goals. He focuses on building long-term relationships and providing ongoing support and guidance.
How can Roger Taylor help me with my superannuation?
Roger can provide expert advice on superannuation strategies, including contributions, investment options, and retirement planning. He can help you maximize your superannuation benefits and achieve your retirement goals.
What should I expect during my first consultation with Roger Taylor?
During your initial consultation, Roger will take the time to understand your current financial situation, goals, and risk tolerance. He will then develop a personalized financial plan that aligns with your objectives and provides clear, actionable steps to achieve them.
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