David Taylor
Financial Adviser
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About
David Taylor is an ASIC-registered financial adviser based in Canterbury, VIC, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a Foundation Diploma of Financial Planning from the Financial Planning Association of Australia (2002), David possesses a strong understanding of financial principles and best practices. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. David can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. David is passionate about providing clear, understandable advice that empowers clients to make informed decisions about their financial futures. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact David Taylor today to schedule a consultation and discuss your specific needs.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Taylor offer?
David Taylor provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does David Taylor have?
David Taylor holds a Foundation Diploma of Financial Planning from the Financial Planning Association of Australia (2002).
What can I expect during my first consultation with David Taylor?
During your initial consultation, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with an overview of how he can help you achieve your objectives.
How does David Taylor stay up-to-date with changes in the financial industry?
As a member of the Financial Advice Association of Australia (FAAA), David is committed to ongoing professional development and stays informed about the latest industry trends and regulations.
How can David Taylor help me plan for retirement?
David can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options to ensure a comfortable and secure retirement.
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