Ralph Taylor

Asap Financial Advising Pty Ltd

Gold
11 Yrs Experience
Richmond, NSW 2753
Hi There, My name is Ralph Taylor, and I am the principal financial adviser at ASAP Financial Advising, which is based in Richmond and Penrith NSW. ASAP Financial Advising forms part of the broader ASAP Group, which includes Accounting and Mortgage Broking services, and which has been in operation for over 20 years. In terms of formal qualifications, I have completed the Certified Financial Planner designation through the Financial Planning Association of Australia, a Masters of Commerce specialising in Financial Planning from Western Sydney University (WSU), and a Bachelor of Financial Advising specialising in both Accounting and Financial Planning, also from WSU. I have worked in the financial planning industry since 2009 and am fortunate enough to be a national award-winning financial adviser, having been awarded the Rising Star of the Year in 2015 by Matrix Planning Solutions Ltd. As well as operating my practice, I lecture in financial planning at WSU to help remain technically proficient, and also to help ensure the next generation of advisers enter the profession for the right reasons and with the knowledge needed.  I am also a regular contributor to financial literacy education sources, such as the Financial Planning Association's Money and Life publications. To arrange a complimentary first meeting, please contact the office on 02 4578 6088. I look forward to hearing from you.  Yours sincerely, Ralph Taylor

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Asap Financial Advising Pty Ltd

30 Paget St
Richmond, NSW 2753

Opening hours

  • 8:00am – 6:00pm Monday – Friday
  • 9:00am – 12:00pm Saturday

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—7 of 7

Sort by

4.75

"As I was preparing to retire, Ralph provided the necessary information and confidence to proceed. He was easy to understand and had the relative knowledge required. He was extremely easy to discuss things with and always prompt with his replies. He also came across as a really nice guy. I would recommend Ralph to anyone."

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

"Ralph is an amazing financial adviser. Before changing to Ralph over six years ago, I was nowhere near my goals for the future. Now he has me on track. With every year that goes by my financial security gets stronger. This last financial year he took me to a new level of understanding, I was hesitant with the advice but with his ability to explain and his level of dedication in making sure I fully understand before we implemented it was without a doubt what makes him a great financial adviser. Today I just completed my tax return for the year, and was pleasantly surprised (which I didn't believe him at the time) what he advised I do, actually happened. You can see Ralph loves his job and the passion in which he explains the process. He has a true gift of education and knowledge and really wants others to understand how financial freedom can be achieved."

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

"We first saw Ralph when considering transition to retirement, and he was both informative and knowledgable. Ralph has given us sound, practical, advice which has seen us comfortably set up for our retirement. On a personal note we have found Ralph to be a very personable young man who is genuine in his commitment to his clients. We would have no reservations in recommending Ralph to anyone who is seeking good, sound, professional financial advice."

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

"We have been seeing Ralph for 6 years, he keeps us well informed about what is happening with our money, he is always available to answer any questions we have, I would and have recommended him to family and friends."

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

"Ralph has been providing me with advice on how to better manage my superannuation and planning for retirement. Ralph explains things in a clear way that I understand. I have confidence in his knowledge and experience, enabling me to make better and more informed decisions in setting both short term & long term goals. Ralph came highly recommended prior to me seeking his council. I have trust issues with the financial services industry, but recognise that managing my super and pension funds were too complex to manage on my own if I want to achieve my goals. I felt comfortable with Ralph right from our first meeting, my only regret is that I did not talk with him earlier."

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

"Ralph has always given me up to date financial advice, he is very knowledgeable and explains everything in a manner that I can understand, his sound advice has changed my life, he goes over and beyond to help, and answer any questions I have usually on the same day, I would recommend Ralph to anyone seeking sound accurate financial advice"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

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

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Bachelor of Financial Advising

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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