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David Taylor
CFP® GradDipFP BCom
Private Client Adviser
I seek to understand what is really important to my clients. My approach is to make complex advice solutions simple and easy to understand. I create comprehensive strategies to provide peace of mind and certainty.
David uses tried and true strategies to provide his clients with tailored, relevant and comprehensive advice solutions with the aim of maximising returns for his clients.
David has more than a decade of experience in the financial services sector, has a Bachelor of Commerce and is a CERTIFIED FINANCIAL PLANNER®.
Investment Style
David seeks first to understand his client’s goals along with their appetite for risk. Based on this understanding, he ensures that his clients are appropriately diversified; recognising the value this has in reducing volatility. Understanding the psychology behind investing helps to provide clients with a ‘voice of reason’ during fluctuating market conditions.
Services and Specialties
Portfolio Administration
Retirement and Estate Planning
Superannuation Advice
Self-Managed Super Funds
Wealth Management
Financial Planning
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Commerce (Finance & Risk Management)
Ethics and Professional Relationships
CERTIFIED FINANCIAL PLANNER®
Associations
No items found.
Competencies
Life Insurance
Superannuation
Margin Lending
Managed Investments
Financial Planning
Generic
Securities
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane Edward Street. My employer remunerates me by way of salary. As a shareholder of NMES Pty Ltd, I may be entitled to a share of profits.
