David Taylor
Live Well Financial Planning
Silver
22 Yrs Experience
Canterbury, VIC 3126
There are not many jobs out there in which you get to sit down with a client and map out the financial goals they want to achieve throughout their life - and then put together a plan to help them hit those goals. It's a pretty amazing feeling watching a client become less reliant on their paycheck, or live out their dreams in retirement
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We charge a flat fee based on the advice you require, not the assets you are investing.
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 3
- First year providing advice 2002
- Years of experience 22
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Highest qualification
- Foundation Diploma of Financial Planning
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Language spoken
- English
Live Well Financial Planning
Suite 1, 59 Canterbury RdCanterbury, VIC 3126 Level 1, 333 Wantirna Road
Wantirna, VIC 3152
Opening hours
- 8:00am – 5:00pm Tuesday, Thursday
- 8:00am – 8:00pm Monday, Wednesday
- 8:00am – 1:00pm Friday
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
