The Financial Planning Association of Australia The Financial Planning Association of Australia

David Taylor, AFP®


Name David Taylor, AFP®
Company Diversified Financial Planners Pty Ltd
Address Suite 5, Level 3
54 Wells Street
Frankston, VIC 3199
Phone 03 97706499
Email [email protected]
Website http://www.diversifiedfp.com.au

David Taylor is an Authorised Representative of AMP Financial Planning. David’s ASIC Authorised Representative number is 436745.

Credentials: I have worked in the Financial Services Industry since 2006 in general insurance, paraplanning, client relationship management and financial planning roles.

In these roles I enjoyed building ongoing relationships with clients to gain a thorough understanding of their current situation and specific needs and objectives. Working in partnership with my clients I have been able to present appropriate solutions enabling them to achieve their financial and lifestyle goals.

Away from my working life I enjoy playing and coaching football, hiking and mountaineering with my partner and spending time with family and friends.

Advice areas I specialise in:
Retirement planning
Financial planning
Investment planning
Superannuation
Estate planning
Wealth management
Debt management
Wealth protection

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