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Richard Taylor

Shaw and Partners

Gold
11 Yrs Experience
Canberra, ACT 2601

Hello and thank you for reviewing my adviser profile. I am a Canberra based financial adviser with 18 years experience providing advice to high net worth clients. As a Chartered Accountant and Certified Financial Planner, I complement my strategic and technical knowledge of superannuation and tax legislation, and apply that to customising strategies to develop financial plans and investment portfolios that match your future goals and financial aspirations. Please check my profile on LinkedIn at https://www.linkedin.com/in/richardbtaylor/, and if that doesn't put you off, please contact me at Shaw and Partners, or by mobile.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualifications
    • Chartered Accountant (CA)
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Shaw and Partners

Level 9, 5 Constitution Ave
Canberra, ACT 2601

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone

Licensed by

Shaw and Partners

AFSL 236048