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

Guy Taylor, CFP®

Name Guy Taylor CFP®
Company BDO Private Wealth Advisers Pty LtdProfessional Practice
Address Level 10
12 Creek Street
Brisbane, QLD 4000
Phone 07 32375943

Guy has worked in the financial services industry since 2007. As an experienced member of the BDO Private Wealth team, he has worked with a diverse range of clients.

Whilst based in Brisbane CBD, he regularly travels to regional Queensland, working with a number of accounting practices and law firms in Rockhampton, Gladstone and surrounding areas.

His focus is on assisting high net worth individuals and their families maximise their situation. His expertise is in providing personalised strategic advice on wealth creation, debt reduction and retirement planning strategies.

His experience and personable nature enable him to work with clients to achieve their desired financial objectives whilst incorporating their lifestyle goals, personal ambitions and attitudes to risk.

Since 2009 Guy has assisted with managing a large not-for-profit organisation’s investment portfolio on a pro bono basis. The funds invested are used to help advance research in the medical field.

Academically, Guy completed a Bachelor Degree in Business Management at QUT in 2006. He holds a Diploma and an Advanced Diploma of Financial Planning; the industry recognised standard, and has achieved the Certified Financial Planner (CFP®) certification, the highest level of certification that a financial planner can achieve internationally. He is also a Justice of the Peace (Qualified).

Guy has spoken at a number of university lectures on the benefits of financial planning.

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