Taylor Bannister profile photo
5.00
2 Reviews

Taylor Bannister

Luna Wealth

Bronze
1 Yr Experience
Bundall, QLD 4217

Over the past 9 years, I have worked in the financial services industry on the Gold Coast, focusing on financial planning and mortgage broking. As a financial adviser at Luna Wealth, I provide personalised advice to help my clients achieve their long-term goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2024
  • Years of experience 1
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Luna Wealth

Shop 1B, 106 Bundall Rd
Bundall, QLD 4217

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchron Advice Pty Ltd

AFSL 243313