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

David Taylor, AFP®


Name David Taylor, AFP®
Company Taylored Advice
Address P.O. Box 4400
Narre Warren South, VIC 3805
Phone 03 8373 4833
Email [email protected]
Website www.tayloredadvice.com.au

I have worked in the Financial Services Industry since 2006 in a broad range of specialised advice, financial planning and customer service positions.

As my clients are aware, I am very passionate about financial planning. I genuinely love my job. Assisting clients to fulfil their dreams is extremely satisfying.

I enjoy building ongoing relationships with clients to gain a thorough understanding of their current situation, specific needs and objectives. I believe that personalized service is essential when matching clients with the right financial strategies, services and products.

Working in partnership with my clients, I have been able to present and monitor appropriate solutions enabling them to achieve their financial and lifestyle goals. I am dedicated to learning about your personal goals and taking that to build a financial plan focused on achieving your specific needs.

Away from work I love being with my family and friends, enjoy watching all sports particularly AFL following the Melbourne Football Club and any holiday is a good holiday.

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