Mark Taylor

Taylor Financial Advice and Solutions

Gold
17 Yrs Experience
The Gap, QLD 4061
We provide thoughtful, personal financial advice to Brisbane families. Talk to us to grow your wealth and meet goals, while also enjoying life right now.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

When you sign an Initial Advice Engagement Agreement with us we agree to gather the facts about your situation and then have one or more strategy meetings with you to consider alternatives. We then prepare a Statement of Advice with our recommendations and let you consider it. We then implement your decisions. The initial fee of $2,950 also cover 12 months ongoing advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 9
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Postgraduate Diploma of Management
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Taylor Financial Advice and Solutions

The Gap Village Shopping Centre, Shop 35, 1000 Waterworks Road
The Gap, QLD 4061

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Crown Wealth Group

AFSL 494274

4.70
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
4.85
Customer care
4.40
Likely to recommend
Showing reviews 1—9 of 9

Sort by

4.75

"Mark was instrumental in helping my elderly mum sort out her investment issues through providing safe advice on shares and investments. This has enabled her to maintain adequate funds for her to live a financially secure retirement. Thank you to Ian and Kath for your help and we as a family are appreciative for all your efforts. Happy to recommend Mark and his team they are easy to work with and client centered."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark was able to sort out the 'right fit' super fund, life insurance and investment portfolio to suit my income, needs and budget. I feel very confident in my future financial strategy now thanks to Marks experienced advice and guidance."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I very much appreciate Mark's professional advice on complex topics such as superannuation, insurance and investment - especially at a stage in life when working years are disappearing fast and retirement looms. He has a calm and considered approach to our discussions which I find reassuring, and he also reminds us to take a step back from focusing solely on the minutiae of financial concerns and instead remember the bigger picture including personal and family goals. I would highly recommended Mark to anyone seeking an approachable and skilled financial planner."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I first met Mark ten years ago and after a thorough consultation and consideration of my financial position and risk assessment, we chose products to support my goals. Even though on a low income, with the strategies Mark put in place I was able to exceed those goals and am now on the way to a strong financial position in the medium and long term. Mark's focus is always the best outcome for his client and we have built an excellent relationship. He is trustworthy, does business with integrity and I will continue to recommended him to friends and family. Without Mark's advice I wouldn't be in the position I am today. Thanks Mark!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark, has given us advice in the areas of superannuation, investment and transitioning to a retirement/pension income. We feel extremely comfortable and confident in Mark's advice and knowledge. He is patient and willing to carefully explain the options and consequences of his advice to us. In our case this resulted in a multi-faceted tailored strategy."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark is straightforward, informed and easy to understand. He demonstrated he was focused on an outcome that was best for me, not him."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"A gentleman who is very patient with MANY questions and frequently helps me understand finance etc beyond my simple capabilities - makes it more user friendly and gives ample time to ask questions, return and gives valued feedback. You need someone who enables you to make informed decisions that you are comfortable with the does not include coercion and respects your decision."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"After our initial meeting all subsequent advice and recommendations assisted us in making decisions which we were confident would prepare us for our retirement."

  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is the most compassionate person you will ever meet. He genuinely cares about you, your family and your lifestyle. He treats his clients as if they were his own family and he talks to me in a language I can understand. I trust Mark entirely and recommend Mark to anyone looking for his services."

  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Postgraduate Diploma of Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Macquarie University
Completed
1999

Bachelor of Business (Management)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1988

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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