Allan Taylor
Financial Adviser
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About
Allan Taylor is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a strong foundation in financial planning and a commitment to ongoing professional development, Allan holds a Graduate Diploma of Financial Planning from Kaplan Professional (2022) and has earned the designation of Chartered Retirement Planning Counsellor from Kaplan (2024). His expertise is further enhanced by specialized training in Self Managed Superannuation Funds (Kaplan Professional, 2009), Estate Planning (Kaplan Professional, 2012), and Aged Care (Accredited Aged Care Professional, 2015). Allan is also a proud member of the Financial Advice Association of Australia (FAAA). Allan is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Allan is passionate about empowering his clients to make informed decisions that align with their unique circumstances and aspirations. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Advice • Investment Advice Ready to take control of your financial future? Contact Allan today for a consultation and discover how he can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Allan Taylor provide?
Allan Taylor provides advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Allan Taylor have?
Allan Taylor holds a Graduate Diploma of Financial Planning from Kaplan Professional, is a Chartered Retirement Planning Counsellor, and has specialized training in Self Managed Superannuation Funds, Estate Planning, and Aged Care.
What is Allan Taylor's approach to financial planning?
Allan Taylor's approach is centered around providing comprehensive and personalized advice tailored to each client's unique circumstances and goals. He focuses on empowering clients to make informed decisions and achieve financial security.
How can Allan Taylor help me with my retirement planning?
Allan Taylor can help you develop a comprehensive retirement plan that addresses your specific needs and goals. This includes assessing your current financial situation, projecting future income and expenses, and developing strategies to maximize your retirement savings.
How do I get started with Allan Taylor and what can I expect?
To get started, simply contact Allan Taylor to schedule an initial consultation. During this meeting, you can discuss your financial goals and learn more about how Allan can help you achieve them. You can expect a professional, collaborative, and client-focused experience.
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