Taylor Paniora

Name
Taylor Paniora
ID
1245234
ABN
–
First Provided Advice
2016

Qualifications

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

  • 2016 - Diploma of Financial Planning - - Monarch
  • 2021 - Faesea - Other - Faesea
  • 2026 - Graduate Diploma of Financial Plannning - Graduate Diploma (AQF 8) - Kaplan

Memberships

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

Licencee

Status
Ceased
Licence Holder
Aan Wealth Management Pty Ltd (#517548)
Commenced
Dec. 14, 2020
Ceased
Jan. 19, 2022
Status
Ceased
Licence Holder
Acn 615 197 745 Pty Ltd (#495539)
Commenced
Oct. 6, 2022
Ceased
July 26, 2023
Status
Ceased
Licence Holder
Premium Advisory Pty Ltd (#472548)
Commenced
Jan. 20, 2022
Ceased
Sept. 1, 2022
Status
Current
Licence Holder
Awhina Financial Pty ltd (#512210)
Commenced
July 7, 2023

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
Apt Strategy Pty Ltd (#226898)
Commenced
April 1, 2018
Ceased
Jan. 25, 2019
Status
Ceased
Licence Holder
Continental Wealth Pty Ltd (#479263)
Commenced
Oct. 15, 2015
Ceased
July 18, 2016
Status
Ceased
Licence Holder
Mark Power Financial Pty Ltd (#332428)
Commenced
Feb. 26, 2009
Ceased
Nov. 14, 2011
Status
Ceased
Licence Holder
Myonlineadvisers Pty Ltd (#427484)
Commenced
Nov. 29, 2016
Ceased
Jan. 20, 2017
Status
Ceased
Licence Holder
Professional Representatives Pty Ltd (#434290)
Commenced
May 13, 2013
Ceased
Oct. 14, 2015
Status
Ceased
Licence Holder
Sentinel Private Wealth Pty Ltd (#344762)
Commenced
July 18, 2016
Ceased
Nov. 25, 2016
Status
Ceased
Licence Holder
Trade Wind Financial Services Pty Ltd (#458115)
Commenced
July 26, 2017
Ceased
April 1, 2018
Status
Ceased
Licence Holder
Wisdom Financial Services AU Pty Ltd (#235362)
Commenced
Jan. 25, 2019
Ceased
April 1, 2020