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
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 AveCanberra, ACT 2601
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
Licensed by
Shaw and Partners
AFSL 236048