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Aimee Caitlin Taylor

Name
Aimee Caitlin Taylor
ID
472108
ABN
–
First Provided Advice
2014
Restrictions
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
  • 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
  • 2016 - Margin Lending - Other - Integrity Education Group
  • 2017 - Self Managed Superannuation Funds - Other - Kaplan Professional
  • 2021 - Taxation Law for Tax (Financial) Advisers - Other - Applied Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Nov. 10, 2020
Ceased
June 20, 2021
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
June 21, 2021
Ceased
March 26, 2024
Status
Ceased
Licence Holder
Smsf Advisers Network Pty Ltd (#430062)
Commenced
May 22, 2018
Ceased
Nov. 4, 2020
Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
April 8, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Acn 128 650 037 Pty Limited (#323825)
Commenced
May 3, 2017
Ceased
May 11, 2018
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Feb. 3, 2015
Ceased
Sept. 14, 2016