Dana Taylor
Financial Adviser
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About
Dana Taylor is an ASIC-registered financial adviser based in Southport, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Dana holds a Diploma of Financial Planning and an Advanced Diploma of Financial Planning from Monarch Institute, as well as a Bachelor of Commerce from the University of New England. Further enhancing her expertise, she also obtained a Certificate IV in Finance and Mortgage Broking from the New South Wales Department of Education. Dana is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management, ensuring clients have access to a holistic approach to financial planning. She specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, offering strategic guidance to secure your financial future. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you're planning for retirement, seeking investment advice, or need help with your superannuation, Dana can provide the expert guidance you need. Contact Dana today to arrange 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 Dana Taylor provide?
Dana Taylor is authorised to provide advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Dana Taylor have?
Dana Taylor holds a Diploma of Financial Planning and an Advanced Diploma of Financial Planning from Monarch Institute, a Bachelor of Commerce from the University of New England, and a Certificate IV in Finance and Mortgage Broking from the New South Wales Department of Education.
What is involved in the financial planning process with Dana Taylor?
The financial planning process typically starts with an initial consultation to understand your financial goals and current situation. Following this, Dana will develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will be made to ensure your plan remains aligned with your needs.
How can Dana Taylor help me with my retirement planning?
Dana can provide expert guidance on retirement planning, including strategies for maximizing your superannuation, creating retirement income streams, and managing your investments to ensure a comfortable retirement.
What should I expect during my first meeting with Dana Taylor?
During your first meeting, Dana will focus on understanding your financial situation, goals, and risk tolerance. This information will help her to develop a personalized financial plan tailored to your specific needs. Be prepared to discuss your income, expenses, assets, and liabilities.
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