MICHAEL PATRICK TAYLOR


Licensee: PPS LIFESTYLE SOLUTIONS PTY LTD

MICHAEL PATRICK TAYLOR (Adviser# 000238948) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 8, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHAEL PATRICK TAYLOR
Adviser Number 000238948
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1993
Financial Service (AFS) Licence Licence# 000247839
PPS LIFESTYLE SOLUTIONS PTY LTD
Licence ABN 13051228641
Licence Controlled By AMP LIMITED
Adviser Start Date 2011-08-08
Appointing Representative Name PPS LIFESTYLE SOLUTIONS PTY LTD
Appointing Representative Number 000247839
Appointing Representative ABN 13051228641
Further Restrictions One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorisations to provide financial product advice

  • MICHAEL PATRICK TAYLOR
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Foundation Diploma of Financial Planning Financial Planning Association of Australia (FPA)
Foundation Diploma of Financial Planning Financial Planning Association of Australia (FPA)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247839 PPS LIFESTYLE SOLUTIONS PTY LTD
Licence controlled by: AMP LIMITED
Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2011-08-08 - PPS LIFESTYLE SOLUTIONS PTY LTD
000255027 PORTFOLIO PLANNING SOLUTIONS LTD
Licence controlled by: IPAC SECURITIES LIMITED
Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2011-08-08 - PORTFOLIO PLANNING SOLUTIONS LTD
000247429 FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd
2008-09-24 - 2011-08-05

Licensee Information

Licence Name PPS LIFESTYLE SOLUTIONS PTY LTD
Licence Number 000247839
Licence ABN 13051228641

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAMPBELL HOPGOOD Pps Lifestyle Solutions Pty Ltd Ceased 2013-04-11
GEOFFREY ALEX MITCHELSON Pps Lifestyle Solutions Pty Ltd Ceased 2011-08-08
PETRA CHURCHER Pps Lifestyle Solutions Pty Ltd Ceased 2006-06-01
LOUIS ALBERT DELFOS Pps Lifestyle Solutions Pty Ltd Ceased 2006-06-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAMPBELL HOPGOOD Pps Lifestyle Solutions Pty Ltd Ceased 2013-04-11
GEOFFREY ALEX MITCHELSON Pps Lifestyle Solutions Pty Ltd Ceased 2011-08-08
PETRA CHURCHER Pps Lifestyle Solutions Pty Ltd Ceased 2006-06-01
LOUIS ALBERT DELFOS Pps Lifestyle Solutions Pty Ltd Ceased 2006-06-01

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.