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 lectured 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 have also contributed 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
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

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