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Colin Taylor

Financial Adviser

AssetPlan Financial Services
Melbourne, VIC 3000

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About

Colin Taylor is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a Diploma of Financial Planning from RMIT (1995) and certification as a Financial Planner (CFP) from the FPA in 1996, Colin brings a wealth of knowledge and experience to his practice. He is a proud member of both the Association of Independently Owned Financial Professionals (AIOFP) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Colin is authorised to provide advice on a comprehensive 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. This allows him to create tailored strategies to suit each client's unique circumstances and aspirations. • Superannuation advice, including contribution strategies and pension planning • Comprehensive insurance solutions to protect your assets and family • Wealth management strategies to grow and preserve your wealth • Retirement planning to ensure a comfortable and secure future Whether you're planning for retirement, seeking to grow your wealth, or looking for the right insurance coverage, Colin is here to guide you every step of the way. Contact Colin Taylor today to schedule a consultation and take control of your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Accumulation Risk Management Investment Strategies

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

000229613

Verify on ASIC Register

Authorised Representative Number

000235897

Verify on MoneySmart Register

Frequently Asked Questions

What financial planning services does Colin Taylor offer?

Colin Taylor provides a range of services including superannuation advice, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Colin Taylor have?

Colin Taylor holds a Diploma of Financial Planning from RMIT (1995) and is a Certified Financial Planner (CFP) from the FPA (1996).

What can I expect during my first meeting with Colin Taylor?

During your initial consultation, Colin will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a plan to help you achieve your objectives.

Is Colin Taylor an independent financial adviser?

Yes, Colin is a member of the Association of Independently Owned Financial Professionals (AIOFP), reflecting his commitment to providing unbiased advice.

How does Colin Taylor stay up-to-date with changes in the financial industry?

Colin maintains his knowledge and skills through ongoing professional development and active membership in professional associations such as the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Colin directly for personalised advice.

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