Mark Taylor ∼ Financial Adviser
Experience in the Financial Industry
With more than 20 years as a Financial Planning specialist, Mark has helped his clients navigate their way through the many changes that continuously occur in the Superannuation, Investments and Personal Insurance landscapes. Mark’s approach to advice is straight forward, firstly working to understand his client’s circumstances and needs, and then providing effective ongoing advice that best meets his clients’ objectives – now and into the future, with regular reviews and ongoing contact.
Mark also understands the impact that serious illness, injury or premature death can have on a family’s future and is passionate about ensuring that his clients have a solid plan in place to protect their financial future.
Qualifications and current training
Mark is a Certified Financial Planner, with the Financial Planning Association of Australia, and holds a Bachelor’s Degree in Financial Administration, a Graduate Diploma in Taxation Law, and Diploma in Financial Planning. He is also a Chartered Accountant with CAANZ.
Mark maintains his ongoing training through Kaplan Professional and attendance at industry events.
Married with two teenage boys, Mark enjoys camping, four-wheel driving and being involved with his children’s sporting activities.
Authorised Representative 462817
Head Office: Level 1, 215 Greenhill Road
EASTWOOD SA 5063
Phone: 1300 797 710
Fax: 08 8273 0677
Click here to view Mark’s full adviser profile